Equitable Trust’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-27,779
| Closed | -$561K | – | 425 |
|
|
2023
Q4 | $561K | Buy |
27,779
+1,705
| +7% | +$34.4K | 0.04% | 260 |
|
|
2023
Q3 | $432K | Buy |
26,074
+1,994
| +8% | +$33K | 0.04% | 280 |
|
|
2023
Q2 | $320K | Buy |
24,080
+7,556
| +46% | +$100K | 0.02% | 328 |
|
|
2023
Q1 | $276K | Buy |
16,524
+6,327
| +62% | +$106K | 0.02% | 349 |
|
|
2022
Q4 | $263K | Buy |
10,197
+1,881
| +23% | +$48.4K | 0.02% | 352 |
|
|
2022
Q3 | $211K | Buy |
+8,316
| New | +$211K | 0.02% | 364 |
|