Reilly Financial Advisors’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $64K | Hold |
3,000
| – | – | ﹤0.01% | 363 |
|
|
2021
Q3 | $61K | Hold |
3,000
| – | – | 0.01% | 344 |
|
|
2021
Q2 | $62K | Hold |
3,000
| – | – | 0.01% | 340 |
|
|
2021
Q1 | $66K | Hold |
3,000
| – | – | 0.01% | 314 |
|
|
2020
Q4 | $59K | Hold |
3,000
| – | – | 0.01% | 311 |
|
|
2020
Q3 | $50K | Hold |
3,000
| – | – | 0.01% | 299 |
|
|
2020
Q2 | $56K | Hold |
3,000
| – | – | 0.01% | 297 |
|
|
2020
Q1 | $60K | Hold |
3,000
| – | – | 0.01% | 267 |
|
|
2019
Q4 | $65K | Hold |
3,000
| – | – | 0.01% | 299 |
|
|
2019
Q3 | $63K | Hold |
3,000
| – | – | 0.01% | 315 |
|
|
2019
Q2 | $63K | Hold |
3,000
| – | – | 0.01% | 321 |
|
|
2019
Q1 | $63K | Hold |
3,000
| – | – | 0.01% | 305 |
|
|
2018
Q4 | $61K | Hold |
3,000
| – | – | 0.01% | 290 |
|
|
2018
Q3 | $67K | Hold |
3,000
| – | – | 0.01% | 308 |
|
|
2018
Q2 | $67K | Hold |
3,000
| – | – | 0.01% | 262 |
|
|
2018
Q1 | $68K | Hold |
3,000
| – | – | 0.01% | 265 |
|
|
2017
Q4 | $71K | Hold |
3,000
| – | – | 0.01% | 275 |
|
|
2017
Q3 | $73K | Hold |
3,000
| – | – | 0.01% | 259 |
|
|
2017
Q2 | $67K | Hold |
3,000
| – | – | 0.01% | 266 |
|
|
2017
Q1 | $66K | Hold |
3,000
| – | – | 0.01% | 254 |
|
|
2016
Q4 | $69K | Hold |
3,000
| – | – | 0.01% | 237 |
|
|
2016
Q3 | $53K | Buy |
3,000
+1,000
| +50% | +$17.7K | 0.01% | 255 |
|
|
2016
Q2 | $33K | Hold |
2,000
| – | – | 0.01% | 309 |
|
|
2016
Q1 | $35K | Hold |
2,000
| – | – | 0.01% | 337 |
|
|
2015
Q4 | $34K | Buy |
+2,000
| New | +$34K | 0.01% | 352 |
|