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 |
-62,197
| Closed | -$931K | – | 131 |
|
2022
Q4 | $931K | Sell |
62,197
-4,871
| -7% | -$72.9K | 0.41% | 57 |
|
2022
Q3 | $936K | Sell |
67,068
-700
| -1% | -$9.77K | 0.39% | 62 |
|
2022
Q2 | $970K | Sell |
67,768
-600
| -0.9% | -$8.59K | 0.39% | 64 |
|
2022
Q1 | $958K | Sell |
68,368
-1,400
| -2% | -$19.6K | 0.32% | 77 |
|
2021
Q4 | $936K | Hold |
69,768
| – | – | 0.32% | 71 |
|
2021
Q3 | $910K | Sell |
69,768
-2,800
| -4% | -$36.5K | 0.31% | 78 |
|
2021
Q2 | $972K | Hold |
72,568
| – | – | 0.36% | 74 |
|
2021
Q1 | $932K | Buy |
72,568
+1,513
| +2% | +$19.4K | 0.3% | 77 |
|
2020
Q4 | $645K | Sell |
71,055
-200
| -0.3% | -$1.82K | 0.22% | 98 |
|
2020
Q3 | $572K | Hold |
71,255
| – | – | 0.24% | 98 |
|
2020
Q2 | $600K | Hold |
71,255
| – | – | 0.24% | 97 |
|
2020
Q1 | $434K | Sell |
71,255
-18,660
| -21% | -$114K | 0.16% | 115 |
|
2019
Q4 | $998K | Sell |
89,915
-3,331
| -4% | -$37K | 0.23% | 99 |
|
2019
Q3 | $922K | Sell |
93,246
-700
| -0.7% | -$6.92K | 0.22% | 101 |
|
2019
Q2 | $907K | Buy |
93,946
+349
| +0.4% | +$3.37K | 0.22% | 98 |
|
2019
Q1 | $953K | Buy |
93,597
+13,839
| +17% | +$141K | 0.24% | 94 |
|
2018
Q4 | $800K | Buy |
79,758
+5,492
| +7% | +$55.1K | 0.21% | 98 |
|
2018
Q3 | $891K | Buy |
74,266
+4,462
| +6% | +$53.5K | 0.22% | 94 |
|
2018
Q2 | $824K | Buy |
69,804
+10,265
| +17% | +$121K | 0.24% | 85 |
|
2018
Q1 | $676K | Buy |
59,539
+1,200
| +2% | +$13.6K | 0.22% | 85 |
|
2017
Q4 | $621K | Hold |
58,339
| – | – | 0.22% | 84 |
|
2017
Q3 | $607K | Sell |
58,339
-1,935
| -3% | -$20.1K | 0.2% | 91 |
|
2017
Q2 | $609K | Buy |
60,274
+2,961
| +5% | +$29.9K | 0.2% | 85 |
|
2017
Q1 | $585K | Buy |
57,313
+7,481
| +15% | +$76.4K | 0.23% | 84 |
|
2016
Q4 | $460K | Buy |
49,832
+300
| +0.6% | +$2.77K | 0.19% | 88 |
|
2016
Q3 | $411K | Buy |
49,532
+10,200
| +26% | +$84.6K | 0.27% | 71 |
|
2016
Q2 | $289K | Sell |
39,332
-900
| -2% | -$6.61K | 0.21% | 75 |
|
2016
Q1 | $274K | Buy |
40,232
+4,900
| +14% | +$33.4K | 0.18% | 70 |
|
2015
Q4 | $246K | Buy |
+35,332
| New | +$246K | 0.26% | 65 |
|