TCI Wealth Advisors’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 |
-3
| Closed | -$51 | – | 684 |
|
|
2023
Q1 | $51 | Sell |
3
-191
| -98% | -$3.25K | ﹤0.01% | 2446 |
|
|
2022
Q4 | $5K | Buy |
194
+1
| +0.5% | +$26 | ﹤0.01% | 1526 |
|
|
2022
Q3 | $5K | Buy |
193
+10
| +5% | +$259 | ﹤0.01% | 1435 |
|
|
2022
Q2 | $5K | Hold |
183
| – | – | ﹤0.01% | 1455 |
|
|
2022
Q1 | $4K | Hold |
183
| – | – | ﹤0.01% | 1682 |
|
|
2021
Q4 | $4K | Sell |
183
-16
| -8% | -$350 | ﹤0.01% | 1787 |
|
|
2021
Q3 | $4K | Buy |
199
+17
| +9% | +$342 | ﹤0.01% | 1705 |
|
|
2021
Q2 | $4K | Buy |
182
+54
| +42% | +$1.19K | ﹤0.01% | 1532 |
|
|
2021
Q1 | $3K | Buy |
+128
| New | +$3K | ﹤0.01% | 1488 |
|