Mount Yale Investment Advisors’s Community West Bancshares CWBC Stock Holding History

Mount Yale Investment Advisors’s Portfolio CWBC Stock Details CWBC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$497K	Buy
2025 Q1	$268K	Hold
2024 Q4	$281K	Hold
2024 Q3	$279K	Hold
2024 Q2	$268K	Buy