Private Wealth Advisors (California)’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,088
| Closed | -$279K | – | 83 |
|
|
2025
Q1 | $279K | Buy |
15,088
+94
| +0.6% | +$1.74K | 0.1% | 72 |
|
|
2024
Q4 | $290K | Buy |
14,994
+84
| +0.6% | +$1.63K | 0.11% | 73 |
|
|
2024
Q3 | $280K | Buy |
14,910
+90
| +0.6% | +$1.69K | 0.11% | 69 |
|
|
2024
Q2 | $267K | Buy |
14,820
+101
| +0.7% | +$1.82K | 0.1% | 69 |
|
|
2024
Q1 | $293K | Buy |
14,719
+99
| +0.7% | +$1.97K | 0.12% | 66 |
|
|
2023
Q4 | $327K | Buy |
14,620
+99
| +0.7% | +$2.21K | 0.13% | 58 |
|
|
2023
Q3 | $205K | Sell |
14,521
-442
| -3% | -$6.24K | 0.09% | 69 |
|
|
2023
Q2 | $231K | Buy |
14,963
+125
| +0.8% | +$1.93K | 0.09% | 68 |
|
|
2023
Q1 | $305K | Buy |
+14,838
| New | +$305K | 0.13% | 66 |
|