Spire Wealth Management’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $27K | Hold |
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|
2025
Q2 | $25.3K | Sell |
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|
2025
Q1 | $25.4K | Hold |
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|
2024
Q4 | $26.7K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $28.8K | Hold |
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|
2023
Q4 | $28.8K | Hold |
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|
2023
Q3 | $20.4K | Hold |
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|
2023
Q2 | $22.4K | Hold |
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|
2023
Q1 | $29.8K | Buy |
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|
2022
Q4 | $28K | Hold |
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|
2022
Q3 | $24K | Sell |
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|
2022
Q2 | $29K | Sell |
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|
2022
Q1 | $92K | Hold |
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|
2021
Q4 | $82K | Hold |
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|
2021
Q3 | $85K | Hold |
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|
2021
Q2 | $79K | Hold |
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|
2021
Q1 | $72K | Buy |
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