UBS Group’s Community West BanCshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,186
| Closed | -$33.8K | – | 9138 |
|
|
2024
Q1 | $33.8K | Sell |
2,186
-3,346
| -60% | -$51.8K | ﹤0.01% | 5514 |
|
|
2023
Q4 | $96.2K | Buy |
5,532
+3,344
| +153% | +$58.2K | ﹤0.01% | 5002 |
|
|
2023
Q3 | $28.4K | Buy |
2,188
+2
| +0.1% | +$26 | ﹤0.01% | 5479 |
|
|
2023
Q2 | $26.6K | Sell |
2,186
-429
| -16% | -$5.21K | ﹤0.01% | 5685 |
|
|
2023
Q1 | $33.1K | Sell |
2,615
-1,283
| -33% | -$16.2K | ﹤0.01% | 5637 |
|
|
2022
Q4 | $58.4K | Buy |
3,898
+225
| +6% | +$3.37K | ﹤0.01% | 5473 |
|
|
2022
Q3 | $51K | Buy |
3,673
+590
| +19% | +$8.19K | ﹤0.01% | 5278 |
|
|
2022
Q2 | $44K | Sell |
3,083
-570
| -16% | -$8.14K | ﹤0.01% | 5016 |
|
|
2022
Q1 | $52K | Sell |
3,653
-279
| -7% | -$3.97K | ﹤0.01% | 5445 |
|
|
2021
Q4 | $52K | Buy |
3,932
+1,456
| +59% | +$19.3K | ﹤0.01% | 5775 |
|
|
2021
Q3 | $33K | Sell |
2,476
-939
| -27% | -$12.5K | ﹤0.01% | 5565 |
|
|
2021
Q2 | $45K | Buy |
3,415
+1,229
| +56% | +$16.2K | ﹤0.01% | 5476 |
|
|
2021
Q1 | $28K | Hold |
2,186
| – | – | ﹤0.01% | 6072 |
|
|
2020
Q4 | $20K | Hold |
2,186
| – | – | ﹤0.01% | 5958 |
|
|
2020
Q3 | $18K | Hold |
2,186
| – | – | ﹤0.01% | 5556 |
|
|
2020
Q2 | $18K | Sell |
2,186
-223
| -9% | -$1.84K | ﹤0.01% | 5799 |
|
|
2020
Q1 | $14K | Buy |
2,409
+223
| +10% | +$1.3K | ﹤0.01% | 5849 |
|
|
2019
Q4 | $24K | Sell |
2,186
-1,154
| -35% | -$12.7K | ﹤0.01% | 5719 |
|
|
2019
Q3 | $33K | Buy |
3,340
+1,154
| +53% | +$11.4K | ﹤0.01% | 5487 |
|
|
2019
Q2 | $21K | Sell |
2,186
-455
| -17% | -$4.37K | ﹤0.01% | 5723 |
|
|
2019
Q1 | $27K | Buy |
2,641
+455
| +21% | +$4.65K | ﹤0.01% | 5229 |
|
|
2018
Q4 | $22K | Hold |
2,186
| – | – | ﹤0.01% | 5818 |
|
|
2018
Q3 | $26K | Buy |
2,186
+826
| +61% | +$9.82K | ﹤0.01% | 5744 |
|
|
2018
Q2 | $16K | Buy |
1,360
+164
| +14% | +$1.93K | ﹤0.01% | 5957 |
|
|
2018
Q1 | $14K | Sell |
1,196
-386
| -24% | -$4.52K | ﹤0.01% | 5817 |
|
|
2017
Q4 | $17K | Buy |
1,582
+386
| +32% | +$4.15K | ﹤0.01% | 5739 |
|
|
2017
Q3 | $12K | Sell |
1,196
-1,645
| -58% | -$16.5K | ﹤0.01% | 5901 |
|
|
2017
Q2 | $29K | Buy |
2,841
+292
| +11% | +$2.98K | ﹤0.01% | 5115 |
|
|
2017
Q1 | $26K | Buy |
2,549
+1,353
| +113% | +$13.8K | ﹤0.01% | 5065 |
|
|
2016
Q4 | $11K | Sell |
1,196
-1,112
| -48% | -$10.2K | ﹤0.01% | 5944 |
|
|
2016
Q3 | $19K | Sell |
2,308
-5,705
| -71% | -$47K | ﹤0.01% | 5470 |
|
|
2016
Q2 | $59K | Buy |
8,013
+6,499
| +429% | +$47.9K | ﹤0.01% | 4557 |
|
|
2016
Q1 | $10K | Sell |
1,514
-4,180
| -73% | -$27.6K | ﹤0.01% | 5850 |
|
|
2015
Q4 | $39K | Buy |
5,694
+4,016
| +239% | +$27.5K | ﹤0.01% | 4976 |
|
|
2015
Q3 | $11K | Sell |
1,678
-1,230
| -42% | -$8.06K | ﹤0.01% | 5910 |
|
|
2015
Q2 | $19K | Sell |
2,908
-125
| -4% | -$817 | ﹤0.01% | 5562 |
|
|
2015
Q1 | $20K | Sell |
3,033
-647
| -18% | -$4.27K | ﹤0.01% | 5403 |
|
|
2014
Q4 | $24K | Buy |
+3,680
| New | +$24K | ﹤0.01% | 5380 |
|