BHZ Capital Management’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
Q1 | – | Sell |
-18,637
| Closed | -$395K | – | 114 |
|
|
2022
Q4 | $395K | Hold |
18,637
| – | – | 0.17% | 92 |
|
|
2022
Q3 | $330K | Sell |
18,637
-2,209
| -11% | -$39.1K | 0.14% | 98 |
|
|
2022
Q2 | $302K | Sell |
20,846
-137,491
| -87% | -$1.99M | 0.12% | 101 |
|
|
2022
Q1 | $3.7M | Sell |
158,337
-55,975
| -26% | -$1.31M | 1.25% | 22 |
|
|
2021
Q4 | $4.45M | Sell |
214,312
-4,593
| -2% | -$95.4K | 1.51% | 18 |
|
|
2021
Q3 | $4.71M | Hold |
218,905
| – | – | 1.6% | 18 |
|
|
2021
Q2 | $4.41M | Hold |
218,905
| – | – | 1.64% | 20 |
|
|
2021
Q1 | $4.03M | Sell |
218,905
-6,500
| -3% | -$120K | 1.28% | 25 |
|
|
2020
Q4 | $3.36M | Buy |
225,405
+3,845
| +2% | +$57.2K | 1.13% | 29 |
|
|
2020
Q3 | $2.74M | Buy |
221,560
+2,501
| +1% | +$30.9K | 1.16% | 26 |
|
|
2020
Q2 | $3.37M | Buy |
219,059
+138
| +0.1% | +$2.12K | 1.33% | 24 |
|
|
2020
Q1 | $2.85M | Buy |
218,921
+81,658
| +59% | +$1.06M | 1.07% | 29 |
|
|
2019
Q4 | $2.97M | Sell |
137,263
-5,522
| -4% | -$120K | 0.7% | 49 |
|
|
2019
Q3 | $2.91M | Sell |
142,785
-370
| -0.3% | -$7.53K | 0.7% | 47 |
|
|
2019
Q2 | $3.07M | Sell |
143,155
-300
| -0.2% | -$6.44K | 0.74% | 42 |
|
|
2019
Q1 | $2.81M | Hold |
143,455
| – | – | 0.7% | 46 |
|
|
2018
Q4 | $2.71M | Sell |
143,455
-4,673
| -3% | -$88.2K | 0.71% | 43 |
|
|
2018
Q3 | $3.2M | Sell |
148,128
-14,814
| -9% | -$320K | 0.8% | 34 |
|
|
2018
Q2 | $3.45M | Buy |
162,942
+15,806
| +11% | +$334K | 0.99% | 32 |
|
|
2018
Q1 | $2.88M | Buy |
147,136
+15,135
| +11% | +$296K | 0.95% | 29 |
|
|
2017
Q4 | $2.66M | Buy |
132,001
+11,006
| +9% | +$222K | 0.95% | 31 |
|
|
2017
Q3 | $2.7M | Buy |
120,995
+344
| +0.3% | +$7.67K | 0.88% | 31 |
|
|
2017
Q2 | $2.67M | Sell |
120,651
-2,568
| -2% | -$56.9K | 0.89% | 31 |
|
|
2017
Q1 | $2.53M | Sell |
123,219
-987
| -0.8% | -$20.2K | 0.97% | 33 |
|
|
2016
Q4 | $2.48M | Buy |
124,206
+33,169
| +36% | +$662K | 1.02% | 27 |
|
|
2016
Q3 | $1.44M | Sell |
91,037
-31,368
| -26% | -$498K | 0.94% | 30 |
|
|
2016
Q2 | $1.71M | Sell |
122,405
-39,167
| -24% | -$548K | 1.24% | 23 |
|
|
2016
Q1 | $1.8M | Hold |
161,572
| – | – | 1.21% | 22 |
|
|
2015
Q4 | $1.94M | Buy |
+161,572
| New | +$1.94M | 2.06% | 11 |
|