Gradient Investments’s CVB Financial CVBF Stock Holding History

Gradient Investments’s Portfolio CVBF Stock Details CVBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,600	Closed	-$72.7K	–	1364
2023 Q4	$72.7K	Hold	3,600	–	–	﹤0.01%	475
2023 Q3	$59.7K	Hold	3,600	–	–	﹤0.01%	468
2023 Q2	$47.8K	Sell	3,600 -3,234	-47%	-$42.9K	﹤0.01%	513
2023 Q1	$114K	Hold	6,834	–	–	﹤0.01%	358
2022 Q4	$176K	Hold	6,834	–	–	0.01%	313
2022 Q3	$173K	Hold	6,834	–	–	0.01%	297
2022 Q2	$170K	Hold	6,834	–	–	0.01%	307
2022 Q1	$159K	Hold	6,834	–	–	﹤0.01%	312
2021 Q4	$146K	Hold	6,834	–	–	﹤0.01%	312
2021 Q3	$139K	Hold	6,834	–	–	﹤0.01%	326
2021 Q2	$141K	Hold	6,834	–	–	﹤0.01%	323
2021 Q1	$151K	Hold	6,834	–	–	﹤0.01%	313
2020 Q4	$114K	Hold	6,834	–	–	﹤0.01%	304
2020 Q3	$114K	Hold	6,834	–	–	﹤0.01%	304
2020 Q2	$128K	Hold	6,834	–	–	0.01%	275
2020 Q1	$137K	Hold	6,834	–	–	0.01%	250
2019 Q4	$147K	Sell	6,834 -468	-6%	-$10.1K	0.01%	276
2019 Q3	$152K	Hold	7,302	–	–	0.01%	268
2019 Q2	$154K	Hold	7,302	–	–	0.01%	270
2019 Q1	$154K	Hold	7,302	–	–	0.01%	260
2018 Q4	$148K	Hold	7,302	–	–	0.01%	245
2018 Q3	$163K	Hold	7,302	–	–	0.01%	246
2018 Q2	$164K	Hold	7,302	–	–	0.01%	239
2018 Q1	$165K	Hold	7,302	–	–	0.01%	238
2017 Q4	$172K	Buy	+7,302	New	+$172K	0.01%	248
2017 Q3	–	Sell	-7,302	Closed	-$164K	–	326
2017 Q2	$164K	Buy	7,302 +600	+9%	+$13.5K	0.01%	232
2017 Q1	$148K	Hold	6,702	–	–	0.01%	235
2016 Q4	$154K	Hold	6,702	–	–	0.01%	191
2016 Q3	$118K	Hold	6,702	–	–	0.01%	205
2016 Q2	$110K	Hold	6,702	–	–	0.01%	210
2016 Q1	$117K	Hold	6,702	–	–	0.01%	203
2015 Q4	$113K	Hold	6,702	–	–	0.02%	201
2015 Q3	$112K	Hold	6,702	–	–	0.02%	191
2015 Q2	$118K	Hold	6,702	–	–	0.02%	193
2015 Q1	$107K	Hold	6,702	–	–	0.02%	192
2014 Q4	$107K	Hold	6,702	–	–	0.02%	186
2014 Q3	$96K	Hold	6,702	–	–	0.02%	176
2014 Q2	$107K	Buy	+6,702	New	+$107K	0.02%	179