Forum Financial Management’s Community West Bancshares CWBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,668
Closed -$234K 961
2025
Q1
$234K Hold
12,668
﹤0.01% 731
2024
Q4
$245K Buy
+12,668
New +$245K ﹤0.01% 736