Schubert & Co’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-22
| Closed | -$367 | – | 401 |
|
2023
Q1 | $367 | Sell |
22
-68
| -76% | -$1.13K | ﹤0.01% | 1474 |
|
2022
Q4 | $2.32K | Sell |
90
-1
| -1% | -$26 | ﹤0.01% | 797 |
|
2022
Q3 | $2K | Buy |
91
+23
| +34% | +$505 | ﹤0.01% | 761 |
|
2022
Q2 | $2K | Buy |
68
+43
| +172% | +$1.27K | ﹤0.01% | 734 |
|
2022
Q1 | $1K | Buy |
25
+5
| +25% | +$200 | ﹤0.01% | 636 |
|
2021
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1058 |
|