SPIA
CWBC

Steward Partners Investment Advisory’s Community West Bancshares CWBC Stock Holding History

Steward Partners Investment Advisory’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,000
Closed -$43K – 2526
2019
Q4 		$43K Hold
2,000
– – ﹤0.01% 1466
2019
Q3 		$40K Hold
2,000
– – ﹤0.01% 1440
2019
Q2 		$42K Buy
+2,000
New +$42K ﹤0.01% 1399