Valeo Financial Advisors’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,957
| Closed | -$30K | – | 1652 |
|
|
2020
Q2 | $30K | Hold |
1,957
| – | – | ﹤0.01% | 870 |
|
|
2020
Q1 | $24K | Hold |
1,957
| – | – | ﹤0.01% | 811 |
|
|
2019
Q4 | $42K | Hold |
1,957
| – | – | ﹤0.01% | 704 |
|
|
2019
Q3 | $40K | Buy |
1,957
+996
| +104% | +$20.4K | ﹤0.01% | 664 |
|
|
2019
Q2 | $21K | Buy |
+961
| New | +$21K | ﹤0.01% | 820 |
|