ALPS Advisors’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,535
| Closed | -$374K | – | 997 |
|
|
2023
Q4 | $374K | Sell |
18,535
-1,055
| -5% | -$21.3K | ﹤0.01% | 719 |
|
|
2023
Q3 | $325K | Buy |
+19,590
| New | +$325K | ﹤0.01% | 793 |
|
|
2021
Q1 | – | Sell |
-15,506
| Closed | -$302K | – | 891 |
|
|
2020
Q4 | $302K | Sell |
15,506
-471
| -3% | -$9.17K | ﹤0.01% | 707 |
|
|
2020
Q3 | $266K | Buy |
+15,977
| New | +$266K | ﹤0.01% | 656 |
|
|
2020
Q1 | – | Sell |
-16,181
| Closed | -$349K | – | 821 |
|
|
2019
Q4 | $349K | Sell |
16,181
-703
| -4% | -$15.2K | ﹤0.01% | 728 |
|
|
2019
Q3 | $352K | Buy |
+16,884
| New | +$352K | ﹤0.01% | 727 |
|
|
2016
Q1 | – | Sell |
-29,381
| Closed | -$497K | – | 680 |
|
|
2015
Q4 | $497K | Hold |
29,381
| – | – | ﹤0.01% | 456 |
|
|
2015
Q3 | $4.91K | Buy |
+29,381
| New | +$4.91K | 0.01% | 414 |
|