Berman Capital Advisors’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-113
| Closed | -$2K | – | 2093 |
|
|
2021
Q2 | $2K | Buy |
113
+1
| +0.9% | +$18 | ﹤0.01% | 1576 |
|
|
2021
Q1 | $2K | Sell |
112
-92
| -45% | -$1.64K | ﹤0.01% | 1494 |
|
|
2020
Q4 | $3K | Buy |
204
+2
| +1% | +$29 | ﹤0.01% | 1281 |
|
|
2020
Q3 | $3K | Buy |
202
+56
| +38% | +$832 | ﹤0.01% | 1177 |
|
|
2020
Q2 | $2K | Buy |
146
+1
| +0.7% | +$14 | ﹤0.01% | 1253 |
|
|
2020
Q1 | $2K | Buy |
+145
| New | +$2K | ﹤0.01% | 1110 |
|
|
2019
Q1 | – | Sell |
-55
| Closed | -$1K | – | 1362 |
|
|
2018
Q4 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 973 |
|