Asset Management One’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-78,966
| Closed | -$1.31M | – | 986 |
|
2023
Q3 | $1.31M | Sell |
78,966
-1,801
| -2% | -$29.8K | 0.01% | 795 |
|
2023
Q2 | $1.07M | Sell |
80,767
-4,261
| -5% | -$56.6K | ﹤0.01% | 824 |
|
2023
Q1 | $1.42M | Buy |
85,028
+7,291
| +9% | +$122K | 0.01% | 794 |
|
2022
Q4 | $2.03M | Buy |
+77,737
| New | +$2.03M | 0.01% | 756 |
|