Mariner Independent Advisor Network’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $921K | Buy |
36,371
+20
| +0.1% | +$506 | 0.04% | 387 |
|
|
2022
Q2 | $897K | Buy |
36,351
+2,342
| +7% | +$57.8K | 0.04% | 388 |
|
|
2022
Q1 | $788K | Buy |
+34,009
| New | +$788K | 0.03% | 395 |
|
|
2021
Q4 | – | Sell |
-26,185
| Closed | -$533K | – | 462 |
|
|
2021
Q3 | $533K | Hold |
26,185
| – | – | 0.03% | 393 |
|
|
2021
Q2 | $539K | Hold |
26,185
| – | – | 0.02% | 411 |
|
|
2021
Q1 | $578K | Hold |
26,185
| – | – | 0.03% | 352 |
|
|
2020
Q4 | $511K | Sell |
26,185
-22,455
| -46% | -$438K | 0.03% | 347 |
|
|
2020
Q3 | $809K | Hold |
48,640
| – | – | 0.07% | 231 |
|
|
2020
Q2 | $886K | Hold |
48,640
| – | – | 0.08% | 221 |
|
|
2020
Q1 | $938K | Hold |
48,640
| – | – | 0.08% | 221 |
|
|
2019
Q4 | $1.05M | Hold |
48,640
| – | – | 0.08% | 244 |
|
|
2019
Q3 | $992K | Hold |
48,640
| – | – | 0.08% | 248 |
|
|
2019
Q2 | $1.02M | Hold |
48,640
| – | – | 0.08% | 235 |
|
|
2019
Q1 | $1.04M | Hold |
48,640
| – | – | 0.09% | 228 |
|
|
2018
Q4 | $1.06M | Buy |
+48,640
| New | +$1.06M | 0.09% | 220 |
|
|
2018
Q2 | – | Sell |
-70,893
| Closed | -$1.61M | – | 171 |
|
|
2018
Q1 | $1.61M | Buy |
70,893
+53
| +0.1% | +$1.2K | 0.1% | 166 |
|
|
2017
Q4 | $1.69M | Buy |
+70,840
| New | +$1.69M | 0.18% | 133 |
|