NewEdge Advisors’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-120
| Closed | -$2.32K | – | 4000 |
|
2024
Q4 | $2.32K | Buy |
120
+1
| +0.8% | +$19 | ﹤0.01% | 3417 |
|
2024
Q3 | $2.3K | Hold |
119
| – | – | ﹤0.01% | 3353 |
|
2024
Q2 | $2.19K | Sell |
119
-282
| -70% | -$5.2K | ﹤0.01% | 3317 |
|
2024
Q1 | $7.97K | Sell |
401
-152
| -27% | -$3.02K | ﹤0.01% | 2972 |
|
2023
Q4 | $12.4K | Buy |
+553
| New | +$12.4K | ﹤0.01% | 2765 |
|