Patriot Financial Group Insurance Agency’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 | – | Sell |
-461
| Closed | -$11K | – | 729 |
|
|
2022
Q2 | $11K | Sell |
461
-89
| -16% | -$2.12K | ﹤0.01% | 1199 |
|
|
2022
Q1 | $13K | Buy |
550
+400
| +267% | +$9.46K | ﹤0.01% | 1255 |
|
|
2021
Q4 | $3K | Sell |
150
-262
| -64% | -$5.24K | ﹤0.01% | 1845 |
|
|
2021
Q3 | $8K | Buy |
412
+84
| +26% | +$1.63K | ﹤0.01% | 1545 |
|
|
2021
Q2 | $7K | Sell |
328
-68
| -17% | -$1.45K | ﹤0.01% | 1547 |
|
|
2021
Q1 | $9K | Sell |
396
-157
| -28% | -$3.57K | ﹤0.01% | 1376 |
|
|
2020
Q4 | $11K | Hold |
553
| – | – | ﹤0.01% | 1175 |
|
|
2020
Q3 | $9K | Hold |
553
| – | – | ﹤0.01% | 1051 |
|
|
2020
Q2 | $10K | Buy |
553
+20
| +4% | +$362 | ﹤0.01% | 973 |
|
|
2020
Q1 | $11K | Buy |
+533
| New | +$11K | 0.01% | 820 |
|