HWAM
Hennion & Walsh Asset Management’s CVB Financial CVBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,044
| Closed | -$299K | – | 826 |
|
|
2023
Q3 | $299K | Buy |
18,044
+528
| +3% | +$8.75K | 0.02% | 647 |
|
|
2023
Q2 | $233K | Buy |
17,516
+1,006
| +6% | +$13.4K | 0.01% | 722 |
|
|
2023
Q1 | $275K | Sell |
16,510
-334
| -2% | -$5.56K | 0.02% | 665 |
|
|
2022
Q4 | $434K | Sell |
16,844
-269
| -2% | -$6.93K | 0.03% | 529 |
|
|
2022
Q3 | $433K | Sell |
17,113
-534
| -3% | -$13.5K | 0.03% | 515 |
|
|
2022
Q2 | $438K | Buy |
17,647
+1,546
| +10% | +$38.4K | 0.03% | 519 |
|
|
2022
Q1 | $374K | Buy |
+16,101
| New | +$374K | 0.02% | 585 |
|