Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-15,667
| Closed | -$330K | – | 591 |
|
|
2019
Q1 | $330K | Buy |
15,667
+4
| +0% | +$84 | 0.02% | 127 |
|
|
2018
Q4 | $317K | Buy |
15,663
+5
| +0% | +$101 | 0.02% | 119 |
|
|
2018
Q3 | $349K | Buy |
+15,658
| New | +$349K | 0.02% | 124 |
|
|
2018
Q2 | – | Sell |
-15,650
| Closed | -$354K | – | 531 |
|
|
2018
Q1 | $354K | Buy |
15,650
+4
| +0% | +$90 | 0.02% | 122 |
|
|
2017
Q4 | $369K | Buy |
15,646
+3
| +0% | +$71 | 0.02% | 120 |
|
|
2017
Q3 | $378K | Buy |
15,643
+4
| +0% | +$97 | 0.02% | 123 |
|
|
2017
Q2 | $351K | Buy |
15,639
+4
| +0% | +$90 | 0.02% | 122 |
|
|
2017
Q1 | $345K | Hold |
15,635
| – | – | 0.02% | 124 |
|
|
2016
Q4 | $359K | Hold |
15,635
| – | – | 0.03% | 127 |
|
|
2016
Q3 | $275K | Hold |
15,635
| – | – | 0.02% | 141 |
|
|
2016
Q2 | $256K | Hold |
15,635
| – | – | 0.02% | 132 |
|
|
2016
Q1 | $265K | Hold |
15,635
| – | – | 0.03% | 114 |
|
|
2015
Q4 | $265K | Hold |
15,635
| – | – | 0.03% | 114 |
|
|
2015
Q3 | $261K | Hold |
15,635
| – | – | 0.03% | 110 |
|
|
2015
Q2 | $275K | Buy |
+15,635
| New | +$275K | 0.02% | 206 |
|