Spire Wealth Management’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 | $25.3K | Sell |
1,297
-79
| -6% | -$1.54K | ﹤0.01% | 1425 |
|
|
2025
Q1 | $25.4K | Hold |
1,376
| – | – | ﹤0.01% | 1521 |
|
|
2024
Q4 | $26.7K | Buy |
+1,376
| New | +$26.7K | ﹤0.01% | 1525 |
|
|
2024
Q2 | – | Sell |
-1,448
| Closed | -$28.8K | – | 2240 |
|
|
2024
Q1 | $28.8K | Hold |
1,448
| – | – | ﹤0.01% | 1401 |
|
|
2023
Q4 | $28.8K | Hold |
1,448
| – | – | ﹤0.01% | 1402 |
|
|
2023
Q3 | $20.4K | Hold |
1,448
| – | – | ﹤0.01% | 1493 |
|
|
2023
Q2 | $22.4K | Hold |
1,448
| – | – | ﹤0.01% | 1550 |
|
|
2023
Q1 | $29.8K | Buy |
1,448
+110
| +8% | +$2.26K | ﹤0.01% | 1434 |
|
|
2022
Q4 | $28K | Hold |
1,338
| – | – | ﹤0.01% | 1225 |
|
|
2022
Q3 | $24K | Sell |
1,338
-630
| -32% | -$11.3K | ﹤0.01% | 1247 |
|
|
2022
Q2 | $29K | Sell |
1,968
-1,968
| -50% | -$29K | ﹤0.01% | 1514 |
|
|
2022
Q1 | $92K | Hold |
3,936
| – | – | ﹤0.01% | 1190 |
|
|
2021
Q4 | $82K | Hold |
3,936
| – | – | ﹤0.01% | 1493 |
|
|
2021
Q3 | $85K | Hold |
3,936
| – | – | ﹤0.01% | 1248 |
|
|
2021
Q2 | $79K | Hold |
3,936
| – | – | ﹤0.01% | 1291 |
|
|
2021
Q1 | $72K | Buy |
+3,936
| New | +$72K | ﹤0.01% | 1542 |
|