Disciplined Investments’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 |
-10
| Closed | -$133 | – | 439 |
|
|
2023
Q2 | $133 | Sell |
10
-17
| -63% | -$226 | ﹤0.01% | 1568 |
|
|
2023
Q1 | $450 | Sell |
27
-10
| -27% | -$167 | ﹤0.01% | 1264 |
|
|
2022
Q4 | $953 | Sell |
37
-1
| -3% | -$26 | ﹤0.01% | 924 |
|
|
2022
Q3 | $1K | Buy |
38
+2
| +6% | +$53 | ﹤0.01% | 852 |
|
|
2022
Q2 | $1K | Buy |
36
+3
| +9% | +$83 | ﹤0.01% | 861 |
|
|
2022
Q1 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 917 |
|