LPL Financial’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,023
| Closed | -$259K | – | 5079 |
|
|
2024
Q2 | $259K | Sell |
14,023
-2,497
| -15% | -$46.2K | ﹤0.01% | 4293 |
|
|
2024
Q1 | $329K | Hold |
16,520
| – | – | ﹤0.01% | 4065 |
|
|
2023
Q4 | $369K | Buy |
+16,520
| New | +$369K | ﹤0.01% | 3863 |
|
|
2017
Q1 | – | Sell |
-10,278
| Closed | -$204K | – | 2714 |
|
|
2016
Q4 | $204K | Buy |
10,278
+114
| +1% | +$2.26K | ﹤0.01% | 2469 |
|
|
2016
Q3 | $150K | Buy |
10,164
+40
| +0.4% | +$590 | ﹤0.01% | 2461 |
|
|
2016
Q2 | $139K | Sell |
10,124
-10,036
| -50% | -$138K | ﹤0.01% | 2458 |
|
|
2016
Q1 | $219K | Sell |
20,160
-2,072
| -9% | -$22.5K | ﹤0.01% | 2737 |
|
|
2015
Q4 | $266K | Buy |
22,232
+10,580
| +91% | +$127K | ﹤0.01% | 2624 |
|
|
2015
Q3 | $137K | Buy |
11,652
+180
| +2% | +$2.12K | ﹤0.01% | 2608 |
|
|
2015
Q2 | $131K | Sell |
11,472
-1,594
| -12% | -$18.2K | ﹤0.01% | 2723 |
|
|
2015
Q1 | $148K | Sell |
13,066
-511
| -4% | -$5.79K | ﹤0.01% | 2623 |
|
|
2014
Q4 | $150K | Buy |
+13,577
| New | +$150K | ﹤0.01% | 2566 |
|