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