Orion Portfolio Solutions’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 | $503K | Sell |
27,210
-300
| -1% | -$5.54K | ﹤0.01% | 1422 |
|
|
2024
Q4 | $533K | Sell |
27,510
-116
| -0.4% | -$2.25K | 0.01% | 1323 |
|
|
2024
Q3 | $532K | Sell |
27,626
-948
| -3% | -$18.3K | 0.01% | 1315 |
|
|
2024
Q2 | $529K | Buy |
28,574
+6,333
| +28% | +$117K | 0.01% | 1254 |
|
|
2024
Q1 | $442K | Sell |
22,241
-932
| -4% | -$18.5K | ﹤0.01% | 1318 |
|
|
2023
Q4 | $502K | Sell |
23,173
-2,241
| -9% | -$48.6K | 0.01% | 1207 |
|
|
2023
Q3 | $359K | Buy |
25,414
+1,593
| +7% | +$22.5K | ﹤0.01% | 1313 |
|
|
2023
Q2 | $368K | Buy |
23,821
+481
| +2% | +$7.43K | ﹤0.01% | 1326 |
|
|
2023
Q1 | $480K | Buy |
+23,340
| New | +$480K | 0.01% | 1155 |
|