Coppell Advisory Solutions’s Community West BanCshares CWBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-195
| Closed | -$12.5K | – | 1944 |
|
|
2023
Q3 | $12.5K | Sell |
195
-12,061
| -98% | -$776K | ﹤0.01% | 577 |
|
|
2023
Q2 | $854K | Buy |
+12,256
| New | +$854K | 0.24% | 96 |
|
|
2023
Q1 | – | Sell |
-282
| Closed | -$18.1K | – | 1216 |
|
|
2022
Q4 | $18.1K | Buy |
+282
| New | +$18.1K | 0.01% | 515 |
|