DiNuzzo Private Wealth’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614 | Hold |
31
| – | – | ﹤0.01% | 1013 |
|
|
2025
Q1 | $573 | Hold |
31
| – | – | ﹤0.01% | 1002 |
|
|
2024
Q4 | $664 | Hold |
31
| – | – | ﹤0.01% | 978 |
|
|
2024
Q3 | $553 | Buy |
31
+4
| +15% | +$71 | ﹤0.01% | 1074 |
|
|
2024
Q2 | $466 | Buy |
27
+4
| +17% | +$69 | ﹤0.01% | 1057 |
|
|
2024
Q1 | $411 | Sell |
23
-3
| -12% | -$54 | ﹤0.01% | 1037 |
|
|
2023
Q4 | $525 | Buy |
+26
| New | +$525 | ﹤0.01% | 963 |
|