Hillsdale Investment Management’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-28,700
| Closed | -$479K | – | 573 |
|
|
2023
Q1 | $479K | Hold |
28,700
| – | – | 0.04% | 322 |
|
|
2022
Q4 | $739K | Hold |
28,700
| – | – | 0.06% | 218 |
|
|
2022
Q3 | $727K | Buy |
+28,700
| New | +$727K | 0.07% | 227 |
|
|
2019
Q3 | – | Sell |
-38,500
| Closed | -$810K | – | 627 |
|
|
2019
Q2 | $810K | Buy |
38,500
+8,700
| +29% | +$183K | 0.08% | 228 |
|
|
2019
Q1 | $627K | Buy |
+29,800
| New | +$627K | 0.06% | 210 |
|