Potentia Wealth’s Community West Bancshares CWBC Stock Holding History

Potentia Wealth’s Portfolio CWBC Stock Details CWBC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$470K	Hold
2025 Q4	$454K	Hold
2025 Q3	$420K	Buy
2025 Q2	–	Sell
2025 Q1	$242K	Hold
2024 Q4	$254K	Buy