IFWM
CWBC

Institute for Wealth Management’s Community West Bancshares CWBC Stock Holding History

Institute for Wealth Management’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-9,220
Closed -$215K – 532
2022
Q1 		$215K Buy
+9,220
New +$215K 0.03% 497