Liberty Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-368
| Closed | -$11K | – | 367 |
|
|
2021
Q3 | $11K | Buy |
368
+184
| +100% | +$5.5K | ﹤0.01% | 803 |
|
|
2021
Q2 | $4K | Hold |
184
| – | – | ﹤0.01% | 824 |
|
|
2021
Q1 | $3K | Hold |
184
| – | – | ﹤0.01% | 765 |
|
|
2020
Q4 | $3K | Hold |
184
| – | – | ﹤0.01% | 761 |
|
|
2020
Q3 | $2K | Buy |
184
+178
| +2,967% | +$1.94K | ﹤0.01% | 754 |
|
|
2020
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 879 |
|