Channel Wealth’s Community West BanCshares CWBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-15,600
| Closed | -$241K | – | 185 |
|
2024
Q1 | $241K | Buy |
15,600
+600
| +4% | +$9.29K | 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 | +$190K | 0.12% | 191 |
|