Lido Advisors
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Lido Advisors’s CVB Financial CVBF Stock Holding History

Lido Advisors’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,167
Closed -$215K – 1057
2023
Q2 		$215K Sell
16,167
-3,114
-16% -$41.4K ﹤0.01% 966
2023
Q1 		$322K Buy
+19,281
New +$322K ﹤0.01% 770