LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $329K | Hold |
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|
2023
Q4 | $369K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $204K | Buy |
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|
2016
Q3 | $150K | Buy |
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|
2016
Q2 | $139K | Sell |
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|
2016
Q1 | $219K | Sell |
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|
2015
Q4 | $266K | Buy |
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|
2015
Q3 | $137K | Buy |
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|
2015
Q2 | $131K | Sell |
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|
2015
Q1 | $148K | Sell |
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|
2014
Q4 | $150K | Buy |
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