Brinker Capital Investments’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $977K | Sell |
41,915
-1,287
| -3% | -$30.1K | 0.01% | 1127 |
|
|
2025
Q4 | $972K | Buy |
43,202
+15,188
| +54% | +$333K | 0.01% | 1250 |
|
|
2025
Q3 | $584K | Sell |
28,014
-307
| -1% | -$6.32K | ﹤0.01% | 1491 |
|
|
2025
Q2 | $553K | Buy |
28,321
+1,111
| +4% | +$19.7K | ﹤0.01% | 1465 |
|
|
2025
Q1 | $503K | Sell |
27,210
-300
| -1% | -$5.62K | ﹤0.01% | 1422 |
|
|
2024
Q4 | $533K | Sell |
27,510
-116
| -0.4% | -$2.31K | 0.01% | 1323 |
|
|
2024
Q3 | $532K | Sell |
27,626
-948
| -3% | -$18.7K | 0.01% | 1315 |
|
|
2024
Q2 | $529K | Buy |
28,574
+6,333
| +28% | +$111K | 0.01% | 1254 |
|
|
2024
Q1 | $442K | Sell |
22,241
-932
| -4% | -$17.9K | ﹤0.01% | 1318 |
|
|
2023
Q4 | $502K | Sell |
23,173
-2,241
| -9% | -$39.1K | 0.01% | 1207 |
|
|
2023
Q3 | $359K | Buy |
25,414
+1,593
| +7% | +$24.4K | ﹤0.01% | 1312 |
|
|
2023
Q2 | $368K | Buy |
23,821
+481
| +2% | +$7.45K | ﹤0.01% | 1326 |
|
|
2023
Q1 | $480K | Sell |
23,340
-12,713
| -35% | -$295K | 0.01% | 1156 |
|
|
2022
Q4 | $764K | Sell |
36,053
-976
| -3% | -$19K | 0.02% | 834 |
|
|
2022
Q3 | $656K | Buy |
37,029
+2,646
| +8% | +$44.9K | 0.01% | 859 |
|
|
2022
Q2 | $499K | Buy |
34,383
+1,285
| +4% | +$23.5K | 0.01% | 982 |
|
|
2022
Q1 | $773K | Sell |
33,098
-1,867
| -5% | -$42.7K | 0.01% | 890 |
|
|
2021
Q4 | $726K | Sell |
34,965
-2,485
| -7% | -$52.8K | 0.01% | 934 |
|
|
2021
Q3 | $755K | Hold |
37,450
| – | – | 0.01% | 855 |
|
|
2021
Q2 | $755K | Buy |
37,450
+2,824
| +8% | +$56.5K | 0.01% | 909 |
|
|
2021
Q1 | $637K | Buy |
+34,626
| New | +$604K | 0.01% | 834 |
|
|
2020
Q4 | – | Sell |
-27,839
| Closed | -$344K | – | 1052 |
|
|
2020
Q3 | $344K | Buy |
+27,839
| New | +$362K | 0.01% | 989 |
|
Other funds holding CWBC
FL
VCM
PMG
SFM
