Pinnacle Wealth Planning Services’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,062
| Closed | -$179K | – | 430 |
|
|
2024
Q3 | $179K | Sell |
10,062
-148
| -1% | -$2.64K | 0.02% | 471 |
|
|
2024
Q2 | $176K | Sell |
10,210
-5
| -0% | -$86 | 0.03% | 433 |
|
|
2024
Q1 | $182K | Buy |
10,215
+39
| +0.4% | +$696 | 0.03% | 441 |
|
|
2023
Q4 | $205K | Hold |
10,176
| – | – | 0.03% | 398 |
|
|
2023
Q3 | $169K | Hold |
10,176
| – | – | 0.03% | 379 |
|
|
2023
Q2 | $135K | Buy |
+10,176
| New | +$135K | 0.02% | 410 |
|
|
2021
Q1 | – | Sell |
-280
| Closed | -$5K | – | 724 |
|
|
2020
Q4 | $5K | Buy |
+280
| New | +$5K | ﹤0.01% | 1639 |
|