Wellington Management Group’s Community West BanCshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.75M | Sell |
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|
2023
Q4 | $2.34M | Hold |
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|
2023
Q3 | $1.75M | Hold |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $2.27M | Sell |
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|
2022
Q4 | $2.76M | Hold |
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|
2022
Q3 | $2.58M | Sell |
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|
2022
Q2 | $2.65M | Sell |
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|
2022
Q1 | $2.6M | Hold |
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|
2021
Q4 | $2.47M | Sell |
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|
2021
Q3 | $3.36M | Sell |
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|
2021
Q2 | $3.41M | Sell |
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|
2021
Q1 | $3.81M | Sell |
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|
2020
Q4 | $3.69M | Sell |
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|
2020
Q3 | $3.52M | Buy |
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|
2020
Q2 | $3.27M | Buy |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q4 | $2.66M | Buy |
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|
2019
Q3 | $2.28M | Sell |
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|
2019
Q2 | $2.24M | Sell |
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|
2019
Q1 | $2.65M | Sell |
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|
2018
Q4 | $3.01M | Buy |
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|
2018
Q3 | $367K | Buy |
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|
2018
Q2 | $357K | Sell |
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|
2018
Q1 | $356K | Buy |
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|
2017
Q4 | $335K | Sell |
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|
2017
Q3 | $378K | Sell |
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|
2017
Q2 | $380K | Buy |
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