Taylor Frigon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11,614
| Closed | -$137K | – | 85 |
|
|
2018
Q2 | $137K | Hold |
11,614
| – | – | 0.1% | 80 |
|
|
2018
Q1 | $132K | Buy |
11,614
+2,500
| +27% | +$28.4K | 0.1% | 78 |
|
|
2017
Q4 | $98K | Buy |
+9,114
| New | +$98K | 0.08% | 81 |
|
|
2016
Q2 | $30K | Buy |
+4,114
| New | +$30K | 0.03% | 80 |
|
|
2016
Q1 | – | Sell |
-4,114
| Closed | -$29K | – | 98 |
|
|
2015
Q4 | $29K | Buy |
+4,114
| New | +$29K | 0.03% | 81 |
|