J.P. Morgan Private Wealth Advisors’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-24,235
| Closed | -$535K | – | 1255 |
|
2017
Q1 | $535K | Sell |
24,235
-60
| -0.2% | -$1.33K | ﹤0.01% | 823 |
|
2016
Q4 | $557K | Sell |
24,295
-2,490
| -9% | -$57.1K | ﹤0.01% | 765 |
|
2016
Q3 | $471K | Hold |
26,785
| – | – | ﹤0.01% | 807 |
|
2016
Q2 | $439K | Sell |
26,785
-668
| -2% | -$10.9K | ﹤0.01% | 828 |
|
2016
Q1 | $479K | Sell |
27,453
-13,036
| -32% | -$227K | ﹤0.01% | 770 |
|
2015
Q4 | $684K | Sell |
40,489
-11,944
| -23% | -$202K | 0.01% | 610 |
|
2015
Q3 | $876K | Sell |
52,433
-1,211
| -2% | -$20.2K | 0.01% | 503 |
|
2015
Q2 | $944K | Buy |
53,644
+34
| +0.1% | +$598 | 0.01% | 515 |
|
2015
Q1 | $854K | Buy |
53,610
+1,871
| +4% | +$29.8K | 0.01% | 568 |
|
2014
Q4 | $829K | Buy |
51,739
+469
| +0.9% | +$7.52K | 0.01% | 576 |
|
2014
Q3 | $735K | Buy |
51,270
+145
| +0.3% | +$2.08K | 0.01% | 593 |
|
2014
Q2 | $820K | Buy |
51,125
+3,157
| +7% | +$50.6K | 0.01% | 451 |
|
2014
Q1 | $762K | Buy |
47,968
+21,970
| +85% | +$349K | 0.01% | 458 |
|
2013
Q4 | $444K | Buy |
25,998
+377
| +1% | +$6.44K | 0.01% | 472 |
|
2013
Q3 | $346K | Buy |
25,621
+240
| +0.9% | +$3.24K | 0.01% | 491 |
|
2013
Q2 | $298K | Buy |
+25,381
| New | +$298K | 0.01% | 495 |
|