Advisor Group’s Community West BanCshares CWBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-250
| Closed | -$3K | – | 5411 |
|
|
2018
Q2 | $3K | Hold |
250
| – | – | ﹤0.01% | 4614 |
|
|
2018
Q1 | $3K | Hold |
250
| – | – | ﹤0.01% | 4641 |
|
|
2017
Q4 | $3K | Hold |
250
| – | – | ﹤0.01% | 4645 |
|
|
2017
Q3 | $3K | Sell |
250
-37,223
| -99% | -$447K | ﹤0.01% | 4502 |
|
|
2017
Q2 | $379K | Hold |
37,473
| – | – | 0.01% | 1331 |
|
|
2017
Q1 | $383K | Hold |
37,473
| – | – | 0.01% | 1232 |
|
|
2016
Q4 | $346K | Hold |
37,473
| – | – | 0.01% | 1221 |
|
|
2016
Q3 | $307K | Buy |
37,473
+10,000
| +36% | +$81.9K | 0.01% | 1256 |
|
|
2016
Q2 | $201K | Buy |
+27,473
| New | +$201K | 0.01% | 1461 |
|