Avantax Advisory Services’s CVB Financial CVBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-13,106	Closed	-$226K	–	2137
2024 Q2	$226K	Buy	+13,106	New	+$226K	﹤0.01%	1888
2020 Q4	–	Sell	-80,491	Closed	-$1.34M	–	1017
2020 Q3	$1.34M	Buy	+80,491	New	+$1.34M	0.02%	446