Bank of Montreal’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,570
| Closed | -$30K | – | 3754 |
|
|
2021
Q1 | $30K | Sell |
1,570
-1,076
| -41% | -$20.6K | ﹤0.01% | 3512 |
|
|
2020
Q4 | $43K | Buy |
2,646
+1,102
| +71% | +$17.9K | ﹤0.01% | 3555 |
|
|
2020
Q3 | $20K | Sell |
1,544
-330
| -18% | -$4.28K | ﹤0.01% | 3429 |
|
|
2020
Q2 | $25K | Buy |
+1,874
| New | +$25K | ﹤0.01% | 3380 |
|
|
2020
Q1 | – | Sell |
-1,380
| Closed | -$30K | – | 3832 |
|
|
2019
Q4 | $30K | Buy |
1,380
+374
| +37% | +$8.13K | ﹤0.01% | 3551 |
|
|
2019
Q3 | $20K | Buy |
1,006
+20
| +2% | +$398 | ﹤0.01% | 3589 |
|
|
2019
Q2 | $21K | Buy |
+986
| New | +$21K | ﹤0.01% | 3677 |
|
|
2019
Q1 | – | Sell |
-5,498
| Closed | -$103K | – | 3942 |
|
|
2018
Q4 | $103K | Buy |
5,498
+82
| +2% | +$1.54K | ﹤0.01% | 2631 |
|
|
2018
Q3 | $118K | Sell |
5,416
-1,366
| -20% | -$29.8K | ﹤0.01% | 2736 |
|
|
2018
Q2 | $144K | Buy |
6,782
+82
| +1% | +$1.74K | ﹤0.01% | 2638 |
|
|
2018
Q1 | $132K | Hold |
6,700
| – | – | ﹤0.01% | 2606 |
|
|
2017
Q4 | $136K | Hold |
6,700
| – | – | ﹤0.01% | 2588 |
|
|
2017
Q3 | $150K | Sell |
6,700
-1,388
| -17% | -$31.1K | ﹤0.01% | 2551 |
|
|
2017
Q2 | $180K | Hold |
8,088
| – | – | ﹤0.01% | 2458 |
|
|
2017
Q1 | $166K | Hold |
8,088
| – | – | ﹤0.01% | 2359 |
|
|
2016
Q4 | $134K | Buy |
8,088
+1,608
| +25% | +$26.6K | ﹤0.01% | 2432 |
|
|
2016
Q3 | $102K | Buy |
+6,480
| New | +$102K | ﹤0.01% | 2526 |
|