O'Shaughnessy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-22,141
| Closed | -$442K | – | 892 |
|
|
2016
Q4 | $442K | Buy |
22,141
+6,438
| +41% | +$129K | 0.01% | 384 |
|
|
2016
Q3 | $249K | Buy |
15,703
+7,475
| +91% | +$119K | 0.01% | 446 |
|
|
2016
Q2 | $115K | Buy |
8,228
+7,780
| +1,737% | +$109K | ﹤0.01% | 566 |
|
|
2016
Q1 | $5K | Buy |
448
+232
| +107% | +$2.59K | ﹤0.01% | 813 |
|
|
2015
Q4 | $3K | Hold |
216
| – | – | ﹤0.01% | 841 |
|
|
2015
Q3 | $3K | Hold |
216
| – | – | ﹤0.01% | 800 |
|
|
2015
Q2 | $3K | Hold |
216
| – | – | ﹤0.01% | 870 |
|
|
2015
Q1 | $2K | Buy |
+216
| New | +$2K | ﹤0.01% | 905 |
|