Patriot Financial Partners’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-519,781
| Closed | -$5.97M | – | 17 |
|
|
2014
Q3 | $5.97M | Sell |
519,781
-254,281
| -33% | -$2.92M | 1.98% | 11 |
|
|
2014
Q2 | $10.1M | Sell |
774,062
-365,000
| -32% | -$4.78M | 2.99% | 13 |
|
|
2014
Q1 | $13.1M | Sell |
1,139,062
-3,800
| -0.3% | -$43.7K | 4.75% | 9 |
|
|
2013
Q4 | $12.9M | Hold |
1,142,862
| – | – | 4.81% | 9 |
|
|
2013
Q3 | $11.6M | Hold |
1,142,862
| – | – | 5.4% | 8 |
|
|
2013
Q2 | $11.5M | Buy |
+1,142,862
| New | +$11.5M | 5.87% | 8 |
|