Kestra Private Wealth Services’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 | $471K | Buy |
24,117
+108
| +0.4% | +$2.11K | 0.01% | 1060 |
|
|
2025
Q1 | $444K | Buy |
24,009
+119
| +0.5% | +$2.2K | 0.01% | 1011 |
|
|
2024
Q4 | $463K | Buy |
23,890
+1,598
| +7% | +$31K | 0.01% | 950 |
|
|
2024
Q3 | $429K | Buy |
22,292
+7,569
| +51% | +$146K | 0.01% | 939 |
|
|
2024
Q2 | $272K | Buy |
14,723
+78
| +0.5% | +$1.44K | 0.01% | 1082 |
|
|
2024
Q1 | $291K | Buy |
14,645
+73
| +0.5% | +$1.45K | 0.01% | 1024 |
|
|
2023
Q4 | $326K | Buy |
14,572
+75
| +0.5% | +$1.68K | 0.01% | 909 |
|
|
2023
Q3 | $205K | Buy |
14,497
+84
| +0.6% | +$1.19K | 0.01% | 1025 |
|
|
2023
Q2 | $223K | Buy |
+14,413
| New | +$223K | 0.01% | 931 |
|