LSV Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-77,441
| Closed | -$1.49M | – | 833 |
|
2024
Q3 | $1.49M | Sell |
77,441
-4,040
| -5% | -$77.8K | ﹤0.01% | 603 |
|
2024
Q2 | $1.51M | Sell |
81,481
-6,219
| -7% | -$115K | ﹤0.01% | 637 |
|
2024
Q1 | $1.74M | Sell |
87,700
-600
| -0.7% | -$11.9K | ﹤0.01% | 625 |
|
2023
Q4 | $1.97M | Sell |
88,300
-4,400
| -5% | -$98.4K | ﹤0.01% | 619 |
|
2023
Q3 | $1.31M | Hold |
92,700
| – | – | ﹤0.01% | 662 |
|
2023
Q2 | $1.43M | Hold |
92,700
| – | – | ﹤0.01% | 668 |
|
2023
Q1 | $1.91M | Sell |
92,700
-6,200
| -6% | -$128K | ﹤0.01% | 613 |
|
2022
Q4 | $2.1M | Hold |
98,900
| – | – | ﹤0.01% | 593 |
|
2022
Q3 | $1.75M | Buy |
98,900
+12,000
| +14% | +$213K | ﹤0.01% | 605 |
|
2022
Q2 | $1.26M | Sell |
86,900
-5,300
| -6% | -$76.8K | ﹤0.01% | 649 |
|
2022
Q1 | $2.15M | Sell |
92,200
-400
| -0.4% | -$9.34K | ﹤0.01% | 637 |
|
2021
Q4 | $1.92M | Hold |
92,600
| – | – | ﹤0.01% | 650 |
|
2021
Q3 | $1.99M | Sell |
92,600
-1,300
| -1% | -$27.9K | ﹤0.01% | 644 |
|
2021
Q2 | $1.89M | Hold |
93,900
| – | – | ﹤0.01% | 653 |
|
2021
Q1 | $1.73M | Hold |
93,900
| – | – | ﹤0.01% | 678 |
|
2020
Q4 | $1.4M | Buy |
93,900
+33,104
| +54% | +$493K | ﹤0.01% | 711 |
|
2020
Q3 | $750K | Hold |
60,796
| – | – | ﹤0.01% | 758 |
|
2020
Q2 | $935K | Sell |
60,796
-14,572
| -19% | -$224K | ﹤0.01% | 754 |
|
2020
Q1 | $982K | Sell |
75,368
-300
| -0.4% | -$3.91K | ﹤0.01% | 725 |
|
2019
Q4 | $1.64M | Sell |
75,668
-68,265
| -47% | -$1.48M | ﹤0.01% | 701 |
|
2019
Q3 | $2.93M | Hold |
143,933
| – | – | ﹤0.01% | 623 |
|
2019
Q2 | $3.09M | Sell |
143,933
-1,000
| -0.7% | -$21.5K | 0.01% | 621 |
|
2019
Q1 | $2.83M | Hold |
144,933
| – | – | ﹤0.01% | 639 |
|
2018
Q4 | $2.73M | Hold |
144,933
| – | – | ﹤0.01% | 642 |
|
2018
Q3 | $3.13M | Hold |
144,933
| – | – | ﹤0.01% | 660 |
|
2018
Q2 | $3.07M | Hold |
144,933
| – | – | ﹤0.01% | 685 |
|
2018
Q1 | $2.83M | Buy |
144,933
+22,500
| +18% | +$440K | ﹤0.01% | 672 |
|
2017
Q4 | $2.47M | Hold |
122,433
| – | – | ﹤0.01% | 691 |
|
2017
Q3 | $2.73M | Buy |
122,433
+600
| +0.5% | +$13.4K | ﹤0.01% | 685 |
|
2017
Q2 | $2.7M | Buy |
121,833
+105,237
| +634% | +$2.33M | ﹤0.01% | 677 |
|
2017
Q1 | $340K | Buy |
16,596
+3,996
| +32% | +$81.9K | ﹤0.01% | 898 |
|
2016
Q4 | $251K | Hold |
12,600
| – | – | ﹤0.01% | 915 |
|
2016
Q3 | $199K | Hold |
12,600
| – | – | ﹤0.01% | 924 |
|
2016
Q2 | $176K | Buy |
+12,600
| New | +$176K | ﹤0.01% | 965 |
|