Carson Wealth (CWM LLC)’s Community West BanCshares CWBC Stock Holding History

Carson Wealth (CWM LLC)’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 Q3	–	Sell	-25	Closed	–	–	5314
2024 Q2	$0	Buy	+25	New	–	﹤0.01%	5101

Other funds holding CWBC

CCM

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

Carson Wealth (CWM LLC)'s CWBC Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Community West BanCshares (CWBC) in Q3 2024, closing a stake of 25 shares.

Carson Wealth (CWM LLC) first reported a position in CWBC in Q2 2024 and held it in 1 quarter. The position peaked at $0 in Q2 2024. 1 fund tracked by Wall St. Rank holds CWBC as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining Community West BanCshares position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 25 Community West BanCshares shares in Q3 2024.
Carson Wealth (CWM LLC) first reported a position in Community West BanCshares in Q2 2024 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Community West BanCshares position peaked at $0 in Q2 2024.
1 fund tracked by Wall St. Rank held Community West BanCshares as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.