Brinker Capital Investments’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 | $553K | Buy |
28,321
+1,111
| +4% | +$21.7K | ﹤0.01% | 1465 |
|
|
2025
Q1 | $503K | Sell |
27,210
-300
| -1% | -$5.54K | ﹤0.01% | 1422 |
|
|
2024
Q4 | $533K | Sell |
27,510
-116
| -0.4% | -$2.25K | 0.01% | 1323 |
|
|
2024
Q3 | $532K | Sell |
27,626
-948
| -3% | -$18.3K | 0.01% | 1315 |
|
|
2024
Q2 | $529K | Buy |
28,574
+6,333
| +28% | +$117K | 0.01% | 1254 |
|
|
2024
Q1 | $442K | Sell |
22,241
-932
| -4% | -$18.5K | ﹤0.01% | 1318 |
|
|
2023
Q4 | $502K | Sell |
23,173
-2,241
| -9% | -$48.6K | 0.01% | 1207 |
|
|
2023
Q3 | $359K | Buy |
25,414
+1,593
| +7% | +$22.5K | ﹤0.01% | 1313 |
|
|
2023
Q2 | $368K | Buy |
23,821
+481
| +2% | +$7.43K | ﹤0.01% | 1326 |
|
|
2023
Q1 | $480K | Sell |
23,340
-12,713
| -35% | -$262K | 0.01% | 1155 |
|
|
2022
Q4 | $764K | Sell |
36,053
-976
| -3% | -$20.7K | 0.02% | 834 |
|
|
2022
Q3 | $656K | Buy |
37,029
+2,646
| +8% | +$46.9K | 0.01% | 859 |
|
|
2022
Q2 | $499K | Buy |
34,383
+1,285
| +4% | +$18.6K | 0.01% | 982 |
|
|
2022
Q1 | $773K | Sell |
33,098
-1,867
| -5% | -$43.6K | 0.01% | 890 |
|
|
2021
Q4 | $726K | Sell |
34,965
-2,485
| -7% | -$51.6K | 0.01% | 934 |
|
|
2021
Q3 | $755K | Hold |
37,450
| – | – | 0.01% | 855 |
|
|
2021
Q2 | $755K | Buy |
37,450
+2,824
| +8% | +$56.9K | 0.01% | 909 |
|
|
2021
Q1 | $637K | Buy |
+34,626
| New | +$637K | 0.01% | 834 |
|
|
2020
Q4 | – | Sell |
-27,839
| Closed | -$344K | – | 1052 |
|
|
2020
Q3 | $344K | Buy |
+27,839
| New | +$344K | 0.01% | 989 |
|