Caldwell Sutter Capital’s Community West BanCshares CWBC Stock Holding History

Caldwell Sutter Capital’s Portfolio CWBC Stock Details CWBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-78,357	Closed	-$1.21M	–	954
2024 Q1	$1.21M	Sell	78,357 -500	-0.6%	-$7.61K	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%	+$5.23K	0.73%	33
2022 Q4	$1.18M	Buy	+78,492	New	+$1.14M	1.04%	26

Other funds holding CWBC

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Caldwell Sutter Capital's CWBC Position: Q2 2024 in Review

Caldwell Sutter Capital sold out of Community West BanCshares (CWBC) in Q2 2024, closing a stake of 78,357 shares — an estimated $1.21M sold.

Caldwell Sutter Capital first reported a position in CWBC in Q4 2022 and held it in 6 quarters. The position peaked at $1.37M in Q4 2023. 2 funds tracked by Wall St. Rank hold CWBC as of Q2 2024.

Caldwell Sutter Capital reported no remaining Community West BanCshares position as of Q2 2024 after selling out during the quarter.
Caldwell Sutter Capital sold 78,357 Community West BanCshares shares in Q2 2024, an estimated $1.21M.
Caldwell Sutter Capital first reported a position in Community West BanCshares in Q4 2022 and held it in 6 quarters.
Caldwell Sutter Capital's Community West BanCshares position peaked at $1.37M in Q4 2023.
2 funds tracked by Wall St. Rank held Community West BanCshares as of Q2 2024.

Based on Caldwell Sutter Capital's 13F filing for Q2 2024, filed 23 Jul 2024.