Shelton Capital Management’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,024
| Closed | -$207K | – | 733 |
|
|
2022
Q4 | $207K | Hold |
8,024
| – | – | 0.02% | 632 |
|
|
2022
Q3 | $203K | Buy |
+8,024
| New | +$203K | 0.01% | 633 |
|
|
2020
Q2 | – | Sell |
-11,038
| Closed | -$221K | – | 676 |
|
|
2020
Q1 | $221K | Buy |
11,038
+1,461
| +15% | +$29.3K | 0.02% | 503 |
|
|
2019
Q4 | $207K | Buy |
+9,577
| New | +$207K | 0.01% | 741 |
|
|
2019
Q3 | – | Sell |
-10,289
| Closed | -$216K | – | 827 |
|
|
2019
Q2 | $216K | Buy |
10,289
+10,072
| +4,641% | +$211K | 0.01% | 730 |
|
|
2019
Q1 | $10.3K | Sell |
217
-10,072
| -98% | -$478K | 0.04% | 389 |
|
|
2018
Q4 | $208K | Hold |
10,289
| – | – | 0.01% | 679 |
|
|
2018
Q3 | $230K | Buy |
10,289
+1,027
| +11% | +$23K | 0.01% | 767 |
|
|
2018
Q2 | $208K | Hold |
9,262
| – | – | 0.01% | 779 |
|
|
2018
Q1 | $210K | Hold |
9,262
| – | – | 0.01% | 754 |
|
|
2017
Q4 | $218K | Hold |
9,262
| – | – | 0.01% | 770 |
|
|
2017
Q3 | $224K | Sell |
9,262
-755
| -8% | -$18.3K | 0.02% | 727 |
|
|
2017
Q2 | $225K | Buy |
10,017
+786
| +9% | +$17.7K | 0.02% | 754 |
|
|
2017
Q1 | $204K | Buy |
+9,231
| New | +$204K | 0.01% | 803 |
|