TCI Wealth Advisors’s Community West Bancshares CWBC Stock Holding History

TCI Wealth Advisors’s Portfolio CWBC Stock Details CWBC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,827	Closed	-$120K	–	692
2023 Q1	$120K	Hold	5,827	–	–	0.02%	252
2022 Q4	$123K	Hold	5,827	–	–	0.02%	227
2022 Q3	$103K	Hold	5,827	–	–	0.02%	244
2022 Q2	$84K	Hold	5,827	–	–	0.01%	271
2022 Q1	$136K	Hold	5,827	–	–	0.02%	219
2021 Q4	$121K	Hold	5,827	–	–	0.02%	237
2021 Q3	$125K	Hold	5,827	–	–	0.02%	239
2021 Q2	$117K	Hold	5,827	–	–	0.02%	234
2021 Q1	$107K	Hold	5,827	–	–	0.05%	213
2020 Q4	$87K	Hold	5,827	–	–	0.04%	218
2020 Q3	$72K	Hold	5,827	–	–	0.03%	236
2020 Q2	$90K	Hold	5,827	–	–	0.04%	213
2020 Q1	$76K	Hold	5,827	–	–	0.04%	232
2019 Q4	$126K	Hold	5,827	–	–	0.05%	221
2019 Q3	$119K	Hold	5,827	–	–	0.05%	186
2019 Q2	$125K	Hold	5,827	–	–	0.06%	186
2019 Q1	$114K	Hold	5,827	–	–	0.05%	212
2018 Q4	$110K	Hold	5,827	–	–	0.05%	197
2018 Q3	$126K	Hold	5,827	–	–	0.05%	197
2018 Q2	$123K	Hold	5,827	–	–	0.05%	195
2018 Q1	$114K	Hold	5,827	–	–	0.05%	200
2017 Q4	$118K	Hold	5,827	–	–	0.05%	208
2017 Q3	$130K	Hold	5,827	–	–	0.06%	177
2017 Q2	$129K	Hold	5,827	–	–	0.07%	176
2017 Q1	$119K	Hold	5,827	–	–	0.06%	195
2016 Q4	$116K	Hold	5,827	–	–	0.06%	209
2016 Q3	$92K	Hold	5,827	–	–	0.05%	219
2016 Q2	$82K	Hold	5,827	–	–	0.05%	232
2016 Q1	$65K	Hold	5,827	–	–	0.04%	261
2015 Q4	$70K	Hold	5,827	–	–	0.04%	251
2015 Q3	$71K	Hold	5,827	–	–	0.04%	233
2015 Q2	$69K	Hold	5,827	–	–	0.04%	238
2015 Q1	$64K	Hold	5,827	–	–	0.04%	217
2014 Q4	$65K	Hold	5,827	–	–	0.04%	220
2014 Q3	$67K	Hold	5,827	–	–	0.04%	211
2014 Q2	$76K	Hold	5,827	–	–	0.05%	205
2014 Q1	$67K	Hold	5,827	–	–	0.04%	201
2013 Q4	$66K	Hold	5,827	–	–	0.04%	212
2013 Q3	$59K	Sell	5,827 -3,100	-35%	-$31.4K	0.04%	198
2013 Q2	$90K	Buy	+8,927	New	+$90K	0.07%	162