Abound Wealth Management’s CVB Financial CVBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-16	Closed	-$286	–	1200
2024 Q1	$286	Hold	16	–	–	﹤0.01%	1157
2023 Q4	$324	Sell	16 -8	-33%	-$162	﹤0.01%	1124
2023 Q3	$398	Hold	24	–	–	﹤0.01%	885
2023 Q2	$319	Buy	+24	New	+$319	﹤0.01%	1018