PW
CWBC

Potentia Wealth’s Community West Bancshares CWBC Stock Holding History

Potentia Wealth’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,092
Closed -$242K – 79
2025
Q1 		$242K Hold
13,092
– – 0.11% 84
2024
Q4 		$254K Buy
+13,092
New +$254K 0.11% 88