Back to CWBC
True Wealth Design, LLC → CWBC
True Wealth Design, LLC CWBC Position History
Community West Bancshares • Financial Services
Quarters held
5
Latest value
$573
Q3 2026
Peak value
$591
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $480 |
| Q4 2025 | $495 |
| Q1 2026 | $490 |
| Q2 2026 | $591 |
| Q3 2026 | $573 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $573 | 22 | — | — |
| Q2 2026 | $591 | 22 | — | — |
| Q1 2026 | $490 | 21 | — | — |
| Q4 2025 | $495 | 22 | — | — |
| Q3 2025 | $480 | 23 | — | — |