Caldwell Sutter Capital’s Community West BanCshares CWBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-78,357
| Closed | -$1.21M | – | 956 |
|
|
2024
Q1 | $1.21M | Sell |
78,357
-500
| -0.6% | -$7.74K | 0.58% | 45 |
|
|
2023
Q4 | $1.37M | Hold |
78,857
| – | – | 0.7% | 40 |
|
|
2023
Q3 | $1.02M | Hold |
78,857
| – | – | 0.57% | 47 |
|
|
2023
Q2 | $958K | Hold |
78,857
| – | – | 0.5% | 55 |
|
|
2023
Q1 | $998K | Buy |
78,857
+365
| +0.5% | +$4.62K | 0.73% | 33 |
|
|
2022
Q4 | $1.18M | Buy |
+78,492
| New | +$1.18M | 1.04% | 26 |
|