Bridgewealth Advisory Group’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
25,800
+13,560
| +111% | +$265K | 0.13% | 67 |
|
|
2025
Q1 | $226K | Hold |
12,240
| – | – | 0.3% | 47 |
|
|
2024
Q4 | $232K | Hold |
12,240
| – | – | 0.07% | 93 |
|
|
2024
Q3 | $236K | Hold |
12,240
| – | – | 0.09% | 73 |
|
|
2024
Q2 | $226K | Hold |
12,240
| – | – | 0.1% | 61 |
|
|
2024
Q1 | $243K | Hold |
12,240
| – | – | 0.12% | 64 |
|
|
2023
Q4 | $274K | Hold |
12,240
| – | – | 0.21% | 56 |
|
|
2023
Q3 | $173K | Buy |
+12,240
| New | +$173K | 0.21% | 60 |
|