Meeder 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-273
| Closed | -$6K | – | 2217 |
|
|
2022
Q1 | $6K | Hold |
273
| – | – | ﹤0.01% | 1722 |
|
|
2021
Q4 | $6K | Sell |
273
-32
| -10% | -$703 | ﹤0.01% | 832 |
|
|
2021
Q3 | $7K | Buy |
305
+32
| +12% | +$734 | ﹤0.01% | 1791 |
|
|
2021
Q2 | $6K | Hold |
273
| – | – | ﹤0.01% | 1867 |
|
|
2021
Q1 | $5K | Buy |
+273
| New | +$5K | ﹤0.01% | 1847 |
|
|
2020
Q4 | – | Sell |
-986
| Closed | -$13K | – | 1957 |
|
|
2020
Q3 | $13K | Sell |
986
-103
| -9% | -$1.36K | ﹤0.01% | 1285 |
|
|
2020
Q2 | $17K | Buy |
1,089
+391
| +56% | +$6.1K | ﹤0.01% | 1169 |
|
|
2020
Q1 | $9K | Sell |
698
-897
| -56% | -$11.6K | ﹤0.01% | 1548 |
|
|
2019
Q4 | $35K | Buy |
1,595
+1,022
| +178% | +$22.4K | ﹤0.01% | 1151 |
|
|
2019
Q3 | $12K | Sell |
573
-263
| -31% | -$5.51K | ﹤0.01% | 1463 |
|
|
2019
Q2 | $18K | Hold |
836
| – | – | ﹤0.01% | 1274 |
|
|
2019
Q1 | $14K | Buy |
836
+300
| +56% | +$5.02K | ﹤0.01% | 1154 |
|
|
2018
Q4 | $10K | Buy |
536
+106
| +25% | +$1.98K | ﹤0.01% | 1241 |
|
|
2018
Q3 | $9K | Sell |
430
-396
| -48% | -$8.29K | ﹤0.01% | 1181 |
|
|
2018
Q2 | $17.5K | Hold |
826
| – | – | ﹤0.01% | 998 |
|
|
2018
Q1 | $16K | Sell |
826
-1,126
| -58% | -$21.8K | ﹤0.01% | 941 |
|
|
2017
Q4 | $40K | Buy |
1,952
+882
| +82% | +$18.1K | ﹤0.01% | 737 |
|
|
2017
Q3 | $24K | Buy |
1,070
+705
| +193% | +$15.8K | ﹤0.01% | 849 |
|
|
2017
Q2 | $8K | Buy |
+365
| New | +$8K | ﹤0.01% | 1053 |
|