Financial Advocates Investment Management’s Community West Bancshares CWBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$189K Sell
2023
Q2
$208K Buy
2023
Q1
$206K Hold
2022
Q4
$212K Hold
2022
Q3
$177K Sell
2022
Q2
$148K Hold
2022
Q1
$238K Hold
2021
Q4
$212K Buy