Creative Planning
CWBC

Creative Planning’s Community West Bancshares CWBC Stock Holding History

Creative Planning’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,342
Closed -$21K – 4456
2016
Q3 		$21K Buy
+1,342
New +$21K ﹤0.01% 2995