Systematic Financial 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 | $6.02M | Buy |
308,375
+5,940
| +2% | +$116K | 0.16% | 147 |
|
|
2025
Q1 | $5.59M | Buy |
302,435
+2,400
| +0.8% | +$44.4K | 0.16% | 147 |
|
|
2024
Q4 | $5.81M | Buy |
300,035
+7,225
| +2% | +$140K | 0.15% | 150 |
|
|
2024
Q3 | $5.64M | Buy |
292,810
+31,075
| +12% | +$599K | 0.14% | 148 |
|
|
2024
Q2 | $4.84M | Buy |
261,735
+19,805
| +8% | +$366K | 0.15% | 147 |
|
|
2024
Q1 | $4.81M | Sell |
241,930
-10,985
| -4% | -$218K | 0.13% | 154 |
|
|
2023
Q4 | $5.65M | Buy |
252,915
+24,100
| +11% | +$539K | 0.17% | 149 |
|
|
2023
Q3 | $3.23M | Sell |
228,815
-2,170
| -0.9% | -$30.6K | 0.1% | 152 |
|
|
2023
Q2 | $3.57M | Buy |
230,985
+515
| +0.2% | +$7.96K | 0.11% | 148 |
|
|
2023
Q1 | $4.74M | Sell |
230,470
-20,925
| -8% | -$431K | 0.16% | 144 |
|
|
2022
Q4 | $5.32M | Buy |
251,395
+17,600
| +8% | +$373K | 0.17% | 146 |
|
|
2022
Q3 | $4.14M | Sell |
233,795
-4,650
| -2% | -$82.4K | 0.15% | 146 |
|
|
2022
Q2 | $3.46M | Buy |
238,445
+12,800
| +6% | +$186K | 0.12% | 147 |
|
|
2022
Q1 | $5.27M | Buy |
225,645
+28,600
| +15% | +$668K | 0.16% | 144 |
|
|
2021
Q4 | $4.09M | Sell |
197,045
-7,625
| -4% | -$158K | 0.12% | 146 |
|
|
2021
Q3 | $4.4M | Buy |
204,670
+1,490
| +0.7% | +$32K | 0.14% | 147 |
|
|
2021
Q2 | $4.09M | Buy |
203,180
+24,150
| +13% | +$487K | 0.12% | 152 |
|
|
2021
Q1 | $3.3M | Buy |
179,030
+20,260
| +13% | +$373K | 0.12% | 150 |
|
|
2020
Q4 | $2.36M | Buy |
158,770
+1,195
| +0.8% | +$17.8K | 0.1% | 154 |
|
|
2020
Q3 | $1.95M | Sell |
157,575
-2,115
| -1% | -$26.1K | 0.11% | 154 |
|
|
2020
Q2 | $2.46M | Buy |
159,690
+131,850
| +474% | +$2.03M | 0.13% | 152 |
|
|
2020
Q1 | $363K | Sell |
27,840
-11,500
| -29% | -$150K | 0.02% | 251 |
|
|
2019
Q4 | $852K | Buy |
39,340
+940
| +2% | +$20.4K | 0.03% | 171 |
|
|
2019
Q3 | $781K | Buy |
38,400
+8,850
| +30% | +$180K | 0.04% | 169 |
|
|
2019
Q2 | $634K | Hold |
29,550
| – | – | 0.02% | 501 |
|
|
2019
Q1 | $578K | Buy |
29,550
+11,500
| +64% | +$225K | 0.02% | 556 |
|
|
2018
Q4 | $341K | Sell |
18,050
-2,300
| -11% | -$43.5K | 0.01% | 586 |
|
|
2018
Q3 | $440K | Sell |
20,350
-1,200
| -6% | -$25.9K | 0.01% | 608 |
|
|
2018
Q2 | $456K | Sell |
21,550
-3,000
| -12% | -$63.5K | 0.01% | 589 |
|
|
2018
Q1 | $480K | Buy |
24,550
+7,150
| +41% | +$140K | 0.01% | 584 |
|
|
2017
Q4 | $351K | Hold |
17,400
| – | – | 0.01% | 601 |
|
|
2017
Q3 | $388K | Buy |
17,400
+9,000
| +107% | +$201K | 0.01% | 596 |
|
|
2017
Q2 | $186K | Buy |
8,400
+4,850
| +137% | +$107K | ﹤0.01% | 627 |
|
|
2017
Q1 | $73K | Sell |
3,550
-10,820
| -75% | -$222K | ﹤0.01% | 628 |
|
|
2016
Q4 | $287K | Buy |
+14,370
| New | +$287K | ﹤0.01% | 612 |
|