Ellevest 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
Q2 | – | Sell |
-55
| Closed | -$917 | – | 656 |
|
|
2023
Q1 | $917 | Buy |
55
+16
| +41% | +$267 | ﹤0.01% | 1590 |
|
|
2022
Q4 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1520 |
|
|
2020
Q3 | – | Sell |
-35
| Closed | -$1K | – | 1164 |
|
|
2020
Q2 | $1K | Buy |
35
+26
| +289% | +$743 | ﹤0.01% | 976 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 1120 |
|
|
2019
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 976 |
|