Channel Wealth’s Community West BanCshares CWBC Stock Holding History

Channel Wealth’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	-15,600	Closed	-$241K	–	185
2024 Q1	$241K	Buy	15,600 +600	+4%	+$9.13K	0.1%	151
2023 Q4	$261K	Hold	15,000	–	–	0.12%	136
2023 Q3	$195K	Hold	15,000	–	–	0.11%	166
2023 Q2	$182K	Hold	15,000	–	–	0.1%	179
2023 Q1	$190K	Buy	+15,000	New	+$215K	0.12%	191

Other funds holding CWBC

CCM

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

Channel Wealth's CWBC Position: Q2 2024 in Review

Channel Wealth sold out of Community West BanCshares (CWBC) in Q2 2024, closing a stake of 15,600 shares — an estimated $241K sold.

Channel Wealth first reported a position in CWBC in Q1 2023 and held it in 5 quarters. The position peaked at $261K in Q4 2023. 2 funds tracked by Wall St. Rank hold CWBC as of Q2 2024.

Channel Wealth reported no remaining Community West BanCshares position as of Q2 2024 after selling out during the quarter.
Channel Wealth sold 15,600 Community West BanCshares shares in Q2 2024, an estimated $241K.
Channel Wealth first reported a position in Community West BanCshares in Q1 2023 and held it in 5 quarters.
Channel Wealth's Community West BanCshares position peaked at $261K in Q4 2023.
2 funds tracked by Wall St. Rank held Community West BanCshares as of Q2 2024.

Based on Channel Wealth's 13F filing for Q2 2024, filed 5 Aug 2024.