First Trust Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.88M | Buy |
80,886
+19,442
| +32% | +$455K | ﹤0.01% | 1940 |
|
|
2025
Q4 | $1.38M | Sell |
61,444
-1,610
| -3% | -$35.3K | ﹤0.01% | 2044 |
|
|
2025
Q3 | $1.31M | Buy |
63,054
+50,889
| +418% | +$1.05M | ﹤0.01% | 2016 |
|
|
2025
Q2 | $237K | Buy |
12,165
+794
| +7% | +$14.1K | ﹤0.01% | 2480 |
|
|
2025
Q1 | $210K | Sell |
11,371
-157
| -1% | -$2.94K | ﹤0.01% | 2455 |
|
|
2024
Q4 | $223K | Buy |
11,528
+69
| +0.6% | +$1.37K | ﹤0.01% | 2452 |
|
|
2024
Q3 | $221K | Buy |
+11,459
| New | +$225K | ﹤0.01% | 2300 |
|
|
2022
Q3 | – | Sell |
-14,614
| Closed | -$212K | – | 2500 |
|
|
2022
Q2 | $212K | Sell |
14,614
-733
| -5% | -$13.4K | ﹤0.01% | 2375 |
|
|
2022
Q1 | $358K | Sell |
15,347
-988
| -6% | -$22.6K | ﹤0.01% | 2337 |
|
|
2021
Q4 | $339K | Sell |
16,335
-3,159
| -16% | -$67.2K | ﹤0.01% | 2370 |
|
|
2021
Q3 | $419K | Buy |
+19,494
| New | +$420K | ﹤0.01% | 2323 |
|
|
2019
Q2 | – | Sell |
-11,837
| Closed | -$231K | – | 2441 |
|
|
2019
Q1 | $231K | Sell |
11,837
-2,691
| -19% | -$52.7K | ﹤0.01% | 2322 |
|
|
2018
Q4 | $274K | Buy |
+14,528
| New | +$289K | ﹤0.01% | 2280 |
|
|
2018
Q3 | – | Sell |
-11,694
| Closed | -$247K | – | 2447 |
|
|
2018
Q2 | $247K | Sell |
11,694
-13,972
| -54% | -$293K | ﹤0.01% | 2316 |
|
|
2018
Q1 | $502K | Buy |
25,666
+173
| +0.7% | +$3.45K | ﹤0.01% | 2023 |
|
|
2017
Q4 | $514K | Buy |
25,493
+2,114
| +9% | +$43.3K | ﹤0.01% | 2079 |
|
|
2017
Q3 | $521K | Sell |
23,379
-2,865
| -11% | -$59.7K | ﹤0.01% | 2075 |
|
|
2017
Q2 | $582K | Sell |
26,244
-3,461
| -12% | -$73.7K | ﹤0.01% | 2027 |
|
|
2017
Q1 | $609K | Sell |
29,705
-716
| -2% | -$14.5K | ﹤0.01% | 2007 |
|
|
2016
Q4 | $607K | Buy |
+30,421
| New | +$507K | ﹤0.01% | 2038 |
|
Other funds holding CWBC
FL
VCM
PMG
SFM
