Ford Financial Group’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,161
| Closed | -$385K | – | 25 |
|
|
2022
Q4 | $385K | Buy |
18,161
+1
| +0% | +$21 | 0.15% | 82 |
|
|
2022
Q3 | $321K | Hold |
18,160
| – | – | 0.13% | 86 |
|
|
2022
Q2 | $263K | Hold |
18,160
| – | – | 0.11% | 95 |
|
|
2022
Q1 | $424K | Hold |
18,160
| – | – | 0.16% | 73 |
|
|
2021
Q4 | $377 | Hold |
18,160
| – | – | 0.07% | 66 |
|
|
2021
Q3 | $390K | Hold |
18,160
| – | – | 0.15% | 62 |
|
|
2021
Q2 | $365K | Hold |
18,160
| – | – | 0.14% | 65 |
|
|
2021
Q1 | $334K | Hold |
18,160
| – | – | 0.14% | 66 |
|
|
2020
Q4 | $270K | Hold |
18,160
| – | – | 0.13% | 72 |
|
|
2020
Q3 | $224K | Sell |
18,160
-33,140
| -65% | -$409K | 0.12% | 75 |
|
|
2020
Q2 | $789K | Hold |
51,300
| – | – | 0.44% | 38 |
|
|
2020
Q1 | $668K | Buy |
51,300
+40,800
| +389% | +$531K | 0.45% | 35 |
|
|
2019
Q4 | $227K | Sell |
10,500
-9,913
| -49% | -$214K | 0.13% | 83 |
|
|
2019
Q3 | $415K | Buy |
20,413
+110
| +0.5% | +$2.24K | 0.26% | 46 |
|
|
2019
Q2 | $435K | Buy |
20,303
+110
| +0.5% | +$2.36K | 0.3% | 41 |
|
|
2019
Q1 | $394K | Hold |
20,193
| – | – | 0.28% | 39 |
|
|
2018
Q4 | $381K | Buy |
20,193
+193
| +1% | +$3.64K | 0.29% | 38 |
|
|
2018
Q3 | $426K | Hold |
20,000
| – | – | 0.31% | 26 |
|
|
2018
Q2 | $432K | Hold |
20,000
| – | – | 0.31% | 26 |
|
|
2018
Q1 | $391K | Hold |
20,000
| – | – | 0.31% | 28 |
|
|
2017
Q4 | $403K | Buy |
+20,000
| New | +$403K | 0.3% | 28 |
|