GW Henssler & Associates’s East-West Bancorp EWBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-4,754
| Closed | -$251K | – | 233 |
|
2023
Q2 | $251K | Hold |
4,754
| – | – | 0.02% | 171 |
|
2023
Q1 | $264K | Buy |
4,754
+89
| +2% | +$4.94K | 0.02% | 185 |
|
2022
Q4 | $307K | Hold |
4,665
| – | – | 0.02% | 158 |
|
2022
Q3 | $313K | Sell |
4,665
-1
| -0% | -$67 | 0.02% | 137 |
|
2022
Q2 | $302K | Buy |
4,666
+8
| +0.2% | +$518 | 0.02% | 150 |
|
2022
Q1 | $368K | Hold |
4,658
| – | – | 0.02% | 166 |
|
2021
Q4 | $366K | Buy |
+4,658
| New | +$366K | 0.02% | 187 |
|
2021
Q3 | – | Sell |
-5,606
| Closed | -$402K | – | 147 |
|
2021
Q2 | $402K | Sell |
5,606
-266
| -5% | -$19.1K | 0.03% | 158 |
|
2021
Q1 | $433K | Hold |
5,872
| – | – | 0.03% | 138 |
|
2020
Q4 | $298K | Buy |
+5,872
| New | +$298K | 0.02% | 171 |
|
2020
Q3 | – | Sell |
-5,785
| Closed | -$210K | – | 216 |
|
2020
Q2 | $210K | Sell |
5,785
-4,206
| -42% | -$153K | 0.02% | 180 |
|
2020
Q1 | $257K | Sell |
9,991
-778
| -7% | -$20K | 0.03% | 168 |
|
2019
Q4 | $524K | Buy |
10,769
+2,269
| +27% | +$110K | 0.04% | 123 |
|
2019
Q3 | $376K | Sell |
8,500
-1,400
| -14% | -$61.9K | 0.03% | 132 |
|
2019
Q2 | $463K | Buy |
9,900
+1,358
| +16% | +$63.5K | 0.04% | 126 |
|
2019
Q1 | $410K | Buy |
+8,542
| New | +$410K | 0.04% | 151 |
|
2017
Q2 | – | Sell |
-4,573
| Closed | -$236K | – | 145 |
|
2017
Q1 | $236K | Sell |
4,573
-249
| -5% | -$12.9K | 0.03% | 130 |
|
2016
Q4 | $245K | Buy |
+4,822
| New | +$245K | 0.03% | 127 |
|
2015
Q2 | – | Sell |
-5,801
| Closed | -$235K | – | 171 |
|
2015
Q1 | $235K | Buy |
5,801
+135
| +2% | +$5.47K | 0.03% | 155 |
|
2014
Q4 | $219K | Buy |
+5,666
| New | +$219K | 0.02% | 152 |
|