Financial Gravity Asset Management’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$58 | – | 1681 |
|
|
2024
Q1 | $58 | Buy |
+3
| New | +$58 | ﹤0.01% | 1797 |
|
|
2023
Q3 | – | Sell |
-13
| Closed | -$61 | – | 1362 |
|
|
2023
Q2 | $61 | Sell |
13
-4
| -24% | -$19 | ﹤0.01% | 1375 |
|
|
2023
Q1 | $2 | Sell |
17
-9
| -35% | -$1 | ﹤0.01% | 988 |
|
|
2022
Q4 | $1.29K | Buy |
26
+1
| +4% | +$50 | 0.01% | 619 |
|
|
2022
Q3 | $3 | Buy |
+25
| New | +$3 | ﹤0.01% | 803 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 805 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 546 |
|
|
2019
Q4 | – | Sell |
-16
| Closed | – | – | 1441 |
|
|
2019
Q3 | $0 | Buy |
16
+1
| +7% | – | ﹤0.01% | 1262 |
|
|
2019
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1312 |
|