FinTrust Capital Advisors’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-72
| Closed | -$1.19K | – | 1248 |
|
|
2023
Q3 | $1.19K | Buy |
72
+16
| +29% | +$265 | ﹤0.01% | 1073 |
|
|
2023
Q2 | $1.44K | Hold |
56
| – | – | ﹤0.01% | 1054 |
|
|
2023
Q1 | $1.44K | Hold |
56
| – | – | ﹤0.01% | 1049 |
|
|
2022
Q4 | $1.44K | Sell |
56
-381
| -87% | -$9.81K | ﹤0.01% | 1051 |
|
|
2022
Q3 | $12K | Hold |
437
| – | – | ﹤0.01% | 814 |
|
|
2022
Q2 | $11K | Hold |
437
| – | – | ﹤0.01% | 850 |
|
|
2022
Q1 | $10K | Hold |
437
| – | – | ﹤0.01% | 935 |
|
|
2021
Q4 | $9K | Hold |
437
| – | – | ﹤0.01% | 924 |
|
|
2021
Q3 | $9K | Hold |
437
| – | – | ﹤0.01% | 919 |
|
|
2021
Q2 | $9K | Hold |
437
| – | – | ﹤0.01% | 937 |
|
|
2021
Q1 | $10K | Hold |
437
| – | – | ﹤0.01% | 882 |
|
|
2020
Q4 | $9K | Hold |
437
| – | – | ﹤0.01% | 850 |
|
|
2020
Q3 | $7 | Buy |
437
+364
| +499% | +$6 | ﹤0.01% | 875 |
|
|
2020
Q2 | $1K | Sell |
73
-146
| -67% | -$2K | ﹤0.01% | 991 |
|
|
2020
Q1 | $4K | Hold |
219
| – | – | ﹤0.01% | 893 |
|
|
2019
Q4 | $5K | Hold |
219
| – | – | ﹤0.01% | 844 |
|
|
2019
Q3 | $5K | Buy |
219
+28
| +15% | +$639 | ﹤0.01% | 845 |
|
|
2019
Q2 | $4K | Hold |
191
| – | – | ﹤0.01% | 857 |
|
|
2019
Q1 | $4K | Hold |
191
| – | – | ﹤0.01% | 963 |
|
|
2018
Q4 | $4K | Buy |
+191
| New | +$4K | ﹤0.01% | 953 |
|