Arlington Financial Advisors’s Community West BanCshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,850
| Closed | -$145K | – | 64 |
|
|
2023
Q2 | $145K | Hold |
11,850
| – | – | 0.05% | 58 |
|
|
2023
Q1 | $150K | Buy |
+11,850
| New | +$150K | 0.06% | 58 |
|
|
2019
Q4 | – | Sell |
-15,700
| Closed | -$155K | – | 61 |
|
|
2019
Q3 | $155K | Sell |
15,700
-3,000
| -16% | -$29.6K | 0.09% | 53 |
|
|
2019
Q2 | $180K | Hold |
18,700
| – | – | 0.1% | 54 |
|
|
2019
Q1 | $190K | Hold |
18,700
| – | – | 0.11% | 56 |
|
|
2018
Q4 | $188K | Sell |
18,700
-1,400
| -7% | -$14.1K | 0.08% | 76 |
|
|
2018
Q3 | $225K | Hold |
20,100
| – | – | 0.14% | 51 |
|
|
2018
Q2 | $242K | Hold |
20,100
| – | – | 0.14% | 55 |
|
|
2018
Q1 | $222K | Hold |
20,100
| – | – | 0.15% | 50 |
|
|
2017
Q4 | $226K | Buy |
+20,100
| New | +$226K | 0.11% | 51 |
|