Wellington Management Group’s Community West BanCshares CWBC Stock Holding History

Wellington Management Group’s Portfolio CWBC Stock Details CWBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-113,081	Closed	-$1.75M	–	1990
2024 Q1	$1.75M	Sell	113,081 -21,504	-16%	-$333K	﹤0.01%	1548
2023 Q4	$2.34M	Hold	134,585	–	–	﹤0.01%	1456
2023 Q3	$1.75M	Hold	134,585	–	–	﹤0.01%	1495
2023 Q2	$1.65M	Sell	134,585 -45,099	-25%	-$553K	﹤0.01%	1511
2023 Q1	$2.27M	Sell	179,684 -5,000	-3%	-$63.3K	﹤0.01%	1486
2022 Q4	$2.76M	Hold	184,684	–	–	﹤0.01%	1427
2022 Q3	$2.58M	Sell	184,684 -417	-0.2%	-$5.82K	﹤0.01%	1462
2022 Q2	$2.65M	Sell	185,101 -737	-0.4%	-$10.5K	﹤0.01%	1487
2022 Q1	$2.6M	Hold	185,838	–	–	﹤0.01%	1545
2021 Q4	$2.47M	Sell	185,838 -67,581	-27%	-$899K	﹤0.01%	1617
2021 Q3	$3.36M	Sell	253,419 -7,473	-3%	-$99K	﹤0.01%	1609
2021 Q2	$3.41M	Sell	260,892 -35,509	-12%	-$464K	﹤0.01%	1580
2021 Q1	$3.81M	Sell	296,401 -110,390	-27%	-$1.42M	﹤0.01%	1483
2020 Q4	$3.69M	Sell	406,791 -31,621	-7%	-$287K	﹤0.01%	1376
2020 Q3	$3.52M	Buy	438,412 +65,858	+18%	+$529K	﹤0.01%	1327
2020 Q2	$3.27M	Buy	372,554 +130,947	+54%	+$1.15M	﹤0.01%	1284
2020 Q1	$1.47M	Buy	241,607 +1,872	+0.8%	+$11.4K	﹤0.01%	1428
2019 Q4	$2.66M	Buy	239,735 +9,007	+4%	+$100K	﹤0.01%	1484
2019 Q3	$2.28M	Sell	230,728 -1,831	-0.8%	-$18.1K	﹤0.01%	1550
2019 Q2	$2.24M	Sell	232,559 -28,256	-11%	-$273K	﹤0.01%	1596
2019 Q1	$2.66M	Sell	260,815 -38,886	-13%	-$396K	﹤0.01%	1543
2018 Q4	$3.01M	Buy	299,701 +269,182	+882%	+$2.7M	﹤0.01%	1525
2018 Q3	$367K	Buy	30,519 +240	+0.8%	+$2.89K	﹤0.01%	2103
2018 Q2	$357K	Sell	30,279 -1,535	-5%	-$18.1K	﹤0.01%	2117
2018 Q1	$356K	Buy	31,814 +524	+2%	+$5.86K	﹤0.01%	2072
2017 Q4	$335K	Sell	31,290 -5,255	-14%	-$56.3K	﹤0.01%	2065
2017 Q3	$378K	Sell	36,545 -5	-0%	-$52	﹤0.01%	2041
2017 Q2	$380K	Buy	+36,550	New	+$380K	﹤0.01%	2050