CAPTRUST Financial Advisors’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,313
| Closed | -$48K | – | 2520 |
|
|
2022
Q2 | $48K | Buy |
3,313
+1,390
| +72% | +$20.1K | ﹤0.01% | 2787 |
|
|
2022
Q1 | $45K | Hold |
1,923
| – | – | ﹤0.01% | 2854 |
|
|
2021
Q4 | $40K | Sell |
1,923
-53
| -3% | -$1.1K | ﹤0.01% | 2828 |
|
|
2021
Q3 | $42K | Hold |
1,976
| – | – | ﹤0.01% | 2689 |
|
|
2021
Q2 | $40K | Buy |
1,976
+1,788
| +951% | +$36.2K | ﹤0.01% | 2651 |
|
|
2021
Q1 | $3K | Buy |
+188
| New | +$3K | ﹤0.01% | 3901 |
|