BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $23.4K | Hold |
1,765
| – | – | ﹤0.01% | 476 |
|
|
2023
Q1 | $29.4K | Buy |
1,765
+1,125
| +176% | +$18.8K | ﹤0.01% | 460 |
|
|
2022
Q4 | $16.5K | Hold |
640
| – | – | ﹤0.01% | 515 |
|
|
2022
Q3 | $16K | Hold |
640
| – | – | ﹤0.01% | 512 |
|
|
2022
Q2 | $16K | Buy |
640
+290
| +83% | +$7.25K | ﹤0.01% | 514 |
|
|
2022
Q1 | $8K | Buy |
+350
| New | +$8K | ﹤0.01% | 639 |
|