Perennial Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,001
| Closed | -$199K | – | 361 |
|
|
2024
Q1 | $199K | Sell |
10,001
-7,010
| -41% | -$139K | 0.03% | 326 |
|
|
2023
Q4 | $380K | Sell |
17,011
-1,150
| -6% | -$25.7K | 0.06% | 203 |
|
|
2023
Q3 | $256K | Hold |
18,161
| – | – | 0.05% | 256 |
|
|
2023
Q2 | $281K | Hold |
18,161
| – | – | 0.05% | 250 |
|
|
2023
Q1 | $374K | Buy |
+18,161
| New | +$374K | 0.07% | 210 |
|