Invesco’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 | $661K | Buy |
28,358
+2,238
| +9% | +$52.4K | ﹤0.01% | 3039 |
|
|
2025
Q4 | $588K | Sell |
26,120
-795
| -3% | -$17.4K | ﹤0.01% | 3141 |
|
|
2025
Q3 | $561K | Buy |
26,915
+7,444
| +38% | +$153K | ﹤0.01% | 3194 |
|
|
2025
Q2 | $380K | Sell |
19,471
-772
| -4% | -$13.7K | ﹤0.01% | 3280 |
|
|
2025
Q1 | $374K | Sell |
20,243
-2,630
| -11% | -$49.3K | ﹤0.01% | 3273 |
|
|
2024
Q4 | $443K | Buy |
22,873
+515
| +2% | +$10.3K | ﹤0.01% | 3284 |
|
|
2024
Q3 | $431K | Sell |
22,358
-15,281
| -41% | -$301K | ﹤0.01% | 3298 |
|
|
2024
Q2 | $696K | Buy |
37,639
+217
| +0.6% | +$3.81K | ﹤0.01% | 3135 |
|
|
2024
Q1 | $744K | Buy |
+37,422
| New | +$720K | ﹤0.01% | 3142 |
|
|
2023
Q1 | – | Sell |
-14,669
| Closed | -$311K | – | 3895 |
|
|
2022
Q4 | $311K | Sell |
14,669
-75
| -0.5% | -$1.46K | ﹤0.01% | 3497 |
|
|
2022
Q3 | $261K | Sell |
14,744
-816
| -5% | -$13.9K | ﹤0.01% | 3576 |
|
|
2022
Q2 | $226K | Buy |
15,560
+3,026
| +24% | +$55.4K | ﹤0.01% | 3688 |
|
|
2022
Q1 | $293K | Buy |
+12,534
| New | +$286K | ﹤0.01% | 3647 |
|
|
2020
Q4 | – | Sell |
-34,903
| Closed | -$431K | – | 3787 |
|
|
2020
Q3 | $431K | Sell |
34,903
-3,550
| -9% | -$46.2K | ﹤0.01% | 3187 |
|
|
2020
Q2 | $591K | Buy |
38,453
+2,478
| +7% | +$34.3K | ﹤0.01% | 3050 |
|
|
2020
Q1 | $469K | Sell |
35,975
-9,163
| -20% | -$163K | ﹤0.01% | 3078 |
|
|
2019
Q4 | $978K | Sell |
45,138
-1,797
| -4% | -$37.5K | ﹤0.01% | 3007 |
|
|
2019
Q3 | $955K | Sell |
46,935
-1,763
| -4% | -$36.1K | ﹤0.01% | 3016 |
|
|
2019
Q2 | $1.05M | Sell |
48,698
-13,228
| -21% | -$264K | ﹤0.01% | 3046 |
|
|
2019
Q1 | $1.21M | Sell |
61,926
-1,904
| -3% | -$37.3K | ﹤0.01% | 2911 |
|
|
2018
Q4 | $1.2M | Buy |
63,830
+5,438
| +9% | +$108K | ﹤0.01% | 2872 |
|
|
2018
Q3 | $1.26M | Sell |
58,392
-2,116
| -3% | -$45.5K | ﹤0.01% | 3021 |
|
|
2018
Q2 | $1.28M | Sell |
60,508
-2,145
| -3% | -$45K | ﹤0.01% | 3010 |
|
|
2018
Q1 | $1.23M | Buy |
62,653
+10,385
| +20% | +$207K | ﹤0.01% | 2932 |
|
|
2017
Q4 | $1.05M | Sell |
52,268
-7,242
| -12% | -$148K | ﹤0.01% | 2984 |
|
|
2017
Q3 | $1.33M | Sell |
59,510
-25,918
| -30% | -$540K | ﹤0.01% | 2845 |
|
|
2017
Q2 | $1.89M | Sell |
85,428
-21,338
| -20% | -$454K | ﹤0.01% | 2593 |
|
|
2017
Q1 | $2.19M | Sell |
106,766
-5,629
| -5% | -$114K | ﹤0.01% | 2521 |
|
|
2016
Q4 | $2.24M | Buy |
112,395
+48,431
| +76% | +$807K | ﹤0.01% | 2494 |
|
|
2016
Q3 | $1.01M | Buy |
+63,964
| New | +$968K | ﹤0.01% | 2944 |
|
Other funds holding CWBC
FL
VCM
PMG
SFM
