MYIA
CWBC

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

Mount Yale Investment Advisors’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$497K Buy
25,458
+10,961
+76% +$214K 0.04% 346
2025
Q1 		$268K Hold
14,497
– – 0.02% 467
2024
Q4 		$281K Hold
14,497
– – 0.02% 459
2024
Q3 		$279K Hold
14,497
– – 0.03% 461
2024
Q2 		$268K Buy
+14,497
New +$268K 0.02% 460