Berkeley Inc’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,746
| Closed | -$222K | – | 82 |
|
|
2023
Q2 | $222K | Sell |
16,746
-3,824
| -19% | -$50.8K | 0.15% | 74 |
|
|
2023
Q1 | $343K | Sell |
20,570
-870
| -4% | -$14.5K | 0.25% | 61 |
|
|
2022
Q4 | $552K | Buy |
21,440
+82
| +0.4% | +$2.11K | 0.42% | 49 |
|
|
2022
Q3 | $541K | Sell |
21,358
-365
| -2% | -$9.24K | 0.46% | 48 |
|
|
2022
Q2 | $539K | Sell |
21,723
-692
| -3% | -$17.2K | 0.43% | 48 |
|
|
2022
Q1 | $520K | Sell |
22,415
-133
| -0.6% | -$3.09K | 0.36% | 58 |
|
|
2021
Q4 | $483K | Sell |
22,548
-7,694
| -25% | -$165K | 0.32% | 59 |
|
|
2021
Q3 | $616K | Buy |
30,242
+3,342
| +12% | +$68.1K | 0.45% | 52 |
|
|
2021
Q2 | $554K | Buy |
26,900
+9,180
| +52% | +$189K | 0.4% | 52 |
|
|
2021
Q1 | $391K | Buy |
+17,720
| New | +$391K | 0.29% | 60 |
|