Glassman Wealth Services’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 |
-271
| Closed | -$5.47K | – | 599 |
|
|
2023
Q4 | $5.47K | Hold |
271
| – | – | ﹤0.01% | 1046 |
|
|
2023
Q3 | $4.49K | Hold |
271
| – | – | ﹤0.01% | 1100 |
|
|
2023
Q2 | $3.6K | Buy |
271
+238
| +721% | +$3.16K | ﹤0.01% | 1080 |
|
|
2023
Q1 | $550 | Hold |
33
| – | – | ﹤0.01% | 1598 |
|
|
2022
Q4 | $850 | Hold |
33
| – | – | ﹤0.01% | 1468 |
|
|
2022
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1369 |
|
|
2022
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 1382 |
|
|
2022
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 1367 |
|
|
2021
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 1345 |
|
|
2021
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1316 |
|
|
2021
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 1261 |
|
|
2021
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 1225 |
|
|
2020
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q3 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 1126 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 1282 |
|
|
2020
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1208 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | – | – | 1105 |
|
|
2019
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1128 |
|