Steward Partners Investment Advisory
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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 Change in
Stake 		Trade Value 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 +$39.9K ﹤0.01% 1399

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Steward Partners Investment Advisory's CWBC Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Community West Bancshares (CWBC) in Q1 2020, closing a stake of 2,000 shares — an estimated $43K sold.

Steward Partners Investment Advisory first reported a position in CWBC in Q2 2019 and held it in 3 quarters. The position peaked at $43K in Q4 2019. 73 funds tracked by Wall St. Rank hold CWBC as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining Community West Bancshares position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,000 Community West Bancshares shares in Q1 2020, an estimated $43K.
  • Steward Partners Investment Advisory first reported a position in Community West Bancshares in Q2 2019 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Community West Bancshares position peaked at $43K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.