MWPCG
Measured Wealth Private Client Group’s East-West Bancorp EWBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,615
| Closed | -$265K | – | 187 |
|
|
2024
Q2 | $265K | Hold |
3,615
| – | – | 0.09% | 160 |
|
|
2024
Q1 | $286K | Hold |
3,615
| – | – | 0.1% | 154 |
|
|
2023
Q4 | $260K | Buy |
+3,615
| New | +$260K | 0.1% | 153 |
|
|
2023
Q2 | – | Sell |
-3,687
| Closed | -$205K | – | 184 |
|
|
2023
Q1 | $205K | Sell |
3,687
-70
| -2% | -$3.89K | 0.08% | 171 |
|
|
2022
Q4 | $248K | Sell |
3,757
-1,869
| -33% | -$123K | 0.1% | 139 |
|
|
2022
Q3 | $378K | Buy |
5,626
+1,948
| +53% | +$131K | 0.17% | 76 |
|
|
2022
Q2 | $238K | Sell |
3,678
-270
| -7% | -$17.5K | 0.11% | 141 |
|
|
2022
Q1 | $312K | Sell |
3,948
-641
| -14% | -$50.7K | 0.11% | 111 |
|
|
2021
Q4 | $361K | Sell |
4,589
-84
| -2% | -$6.61K | 0.13% | 99 |
|
|
2021
Q3 | $362K | Sell |
4,673
-2,751
| -37% | -$213K | 0.14% | 96 |
|
|
2021
Q2 | $532K | Buy |
7,424
+1,393
| +23% | +$99.8K | 0.17% | 77 |
|
|
2021
Q1 | $445K | Buy |
+6,031
| New | +$445K | 0.16% | 75 |
|