Foundations Investment Advisors’s CVB Financial CVBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-20,497	Closed	-$519K	–	444
2022 Q3	$519K	Hold	20,497	–	–	0.02%	240
2022 Q2	$507K	Hold	20,497	–	–	0.02%	223
2022 Q1	$467K	Buy	+20,497	New	+$467K	0.02%	206