Sonen Capital’s Community West BanCshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-41,890
| Closed | -$544K | – | 81 |
|
|
2023
Q3 | $544K | Hold |
41,890
| – | – | 1.07% | 32 |
|
|
2023
Q2 | $514K | Sell |
41,890
-6,510
| -13% | -$79.8K | 0.85% | 38 |
|
|
2023
Q1 | $612K | Hold |
48,400
| – | – | 1.04% | 29 |
|
|
2022
Q4 | $725K | Hold |
48,400
| – | – | 1.19% | 30 |
|
|
2022
Q3 | $675K | Hold |
48,400
| – | – | 1.09% | 30 |
|
|
2022
Q2 | $693K | Hold |
48,400
| – | – | 0.99% | 36 |
|
|
2022
Q1 | $678K | Hold |
48,400
| – | – | 0.82% | 46 |
|
|
2021
Q4 | $644K | Buy |
+48,400
| New | +$644K | 0.62% | 56 |
|