Siena Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Hold |
210,257
| – | – | 1.2% | 31 |
|
|
2025
Q1 | $3.89M | Hold |
210,257
| – | – | 1.15% | 35 |
|
|
2024
Q4 | $4.07M | Hold |
210,257
| – | – | 1.12% | 32 |
|
|
2024
Q3 | $4.05M | Sell |
210,257
-54,760
| -21% | -$1.05M | 1.17% | 31 |
|
|
2024
Q2 | $4.9M | Buy |
265,017
+117,578
| +80% | +$2.18M | 1.62% | 13 |
|
|
2024
Q1 | $2.93M | Hold |
147,439
| – | – | 0.98% | 44 |
|
|
2023
Q4 | $3.3M | Hold |
147,439
| – | – | 1.03% | 40 |
|
|
2023
Q3 | $2.28M | Hold |
147,439
| – | – | 0.82% | 51 |
|
|
2023
Q2 | $2.28M | Hold |
147,439
| – | – | 0.81% | 52 |
|
|
2023
Q1 | $3.03M | Hold |
147,439
| – | – | 1.1% | 31 |
|
|
2022
Q4 | $3.12M | Hold |
147,439
| – | – | 1.07% | 34 |
|
|
2022
Q3 | $2.61M | Buy |
+147,439
| New | +$2.61M | 0.88% | 49 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 107 |
|
|
2022
Q1 | – | Sell |
-39,346
| Closed | -$817K | – | 104 |
|
|
2021
Q4 | $817K | Hold |
39,346
| – | – | 0.25% | 99 |
|
|
2021
Q3 | $846K | Hold |
39,346
| – | – | 0.27% | 97 |
|
|
2021
Q2 | $793K | Hold |
39,346
| – | – | 0.26% | 95 |
|
|
2021
Q1 | $724K | Hold |
39,346
| – | – | 0.26% | 93 |
|
|
2020
Q4 | $586K | Hold |
39,346
| – | – | 0.23% | 98 |
|
|
2020
Q3 | $486K | Hold |
39,346
| – | – | 0.25% | 98 |
|
|
2020
Q2 | $606K | Sell |
39,346
-8,018
| -17% | -$123K | 0.28% | 95 |
|
|
2020
Q1 | $618K | Hold |
47,364
| – | – | 0.27% | 93 |
|
|
2019
Q4 | $1.03M | Hold |
47,364
| – | – | 0.29% | 94 |
|
|
2019
Q3 | $964K | Hold |
47,364
| – | – | 0.29% | 101 |
|
|
2019
Q2 | $1.02M | Hold |
47,364
| – | – | 0.3% | 94 |
|
|
2019
Q1 | $926K | Hold |
47,364
| – | – | 0.28% | 100 |
|
|
2018
Q4 | $894K | Hold |
47,364
| – | – | 0.93% | 26 |
|
|
2018
Q3 | $1.02M | Hold |
47,364
| – | – | 1.04% | 21 |
|
|
2018
Q2 | $1M | Hold |
47,364
| – | – | 0.94% | 23 |
|
|
2018
Q1 | $926K | Hold |
47,364
| – | – | 0.93% | 25 |
|
|
2017
Q4 | $956K | Sell |
47,364
-10,000
| -17% | -$202K | 1% | 23 |
|
|
2017
Q3 | $1.28M | Sell |
57,364
-33,423
| -37% | -$745K | 1.3% | 20 |
|
|
2017
Q2 | $2.01M | Sell |
90,787
-53,576
| -37% | -$1.19M | 1.93% | 20 |
|
|
2017
Q1 | $2.96M | Sell |
144,363
-24,472
| -14% | -$502K | 2.95% | 17 |
|
|
2016
Q4 | $3.37M | Buy |
+168,835
| New | +$3.37M | 3.32% | 14 |
|