Aperio Group’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $790K | Sell |
40,533
-1,028
| -2% | -$20K | ﹤0.01% | 1724 |
|
2020
Q3 | $691K | Buy |
41,561
+2,593
| +7% | +$43.1K | ﹤0.01% | 1634 |
|
2020
Q2 | $730K | Sell |
38,968
-1,642
| -4% | -$30.8K | ﹤0.01% | 1566 |
|
2020
Q1 | $814K | Buy |
40,610
+6,202
| +18% | +$124K | ﹤0.01% | 1391 |
|
2019
Q4 | $743K | Buy |
34,408
+2,257
| +7% | +$48.7K | ﹤0.01% | 1606 |
|
2019
Q3 | $671K | Sell |
32,151
-503
| -2% | -$10.5K | ﹤0.01% | 1598 |
|
2019
Q2 | $687K | Sell |
32,654
-2,719
| -8% | -$57.2K | ﹤0.01% | 1605 |
|
2019
Q1 | $745K | Sell |
35,373
-8,515
| -19% | -$179K | ﹤0.01% | 1519 |
|
2018
Q4 | $888K | Sell |
43,888
-226
| -0.5% | -$4.57K | ﹤0.01% | 1375 |
|
2018
Q3 | $984K | Buy |
44,114
+2,271
| +5% | +$50.7K | ﹤0.01% | 1418 |
|
2018
Q2 | $938K | Buy |
41,843
+12,058
| +40% | +$270K | ﹤0.01% | 1431 |
|
2018
Q1 | $675K | Buy |
29,785
+76
| +0.3% | +$1.72K | ﹤0.01% | 1546 |
|
2017
Q4 | $700K | Buy |
29,709
+1,538
| +5% | +$36.2K | ﹤0.01% | 1526 |
|
2017
Q3 | $681K | Sell |
28,171
-682
| -2% | -$16.5K | ﹤0.01% | 1503 |
|
2017
Q2 | $647K | Buy |
28,853
+328
| +1% | +$7.36K | ﹤0.01% | 1496 |
|
2017
Q1 | $630K | Sell |
28,525
-22
| -0.1% | -$486 | ﹤0.01% | 1421 |
|
2016
Q4 | $654K | Buy |
28,547
+1,154
| +4% | +$26.4K | 0.01% | 1355 |
|
2016
Q3 | $482K | Buy |
27,393
+2,173
| +9% | +$38.2K | ﹤0.01% | 1471 |
|
2016
Q2 | $414K | Sell |
25,220
-3,615
| -13% | -$59.3K | ﹤0.01% | 1492 |
|
2016
Q1 | $503K | Buy |
28,835
+8,150
| +39% | +$142K | ﹤0.01% | 1368 |
|
2015
Q4 | $350K | Buy |
20,685
+2,632
| +15% | +$44.5K | ﹤0.01% | 1525 |
|
2015
Q3 | $301K | Buy |
18,053
+421
| +2% | +$7.02K | ﹤0.01% | 1561 |
|
2015
Q2 | $311K | Buy |
17,632
+898
| +5% | +$15.8K | ﹤0.01% | 1609 |
|
2015
Q1 | $267K | Sell |
16,734
-191
| -1% | -$3.05K | ﹤0.01% | 1651 |
|
2014
Q4 | $271K | Buy |
+16,925
| New | +$271K | ﹤0.01% | 1572 |
|