TD Private Client Wealth’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 | – | Sell |
-56
| Closed | -$1.14K | – | 1189 |
|
2021
Q3 | $1.14K | Hold |
56
| – | – | ﹤0.01% | 1085 |
|
2021
Q2 | $1.15K | Hold |
56
| – | – | ﹤0.01% | 1088 |
|
2021
Q1 | $1.24K | Hold |
56
| – | – | ﹤0.01% | 1045 |
|
2020
Q4 | $1.09K | Hold |
56
| – | – | ﹤0.01% | 1010 |
|
2020
Q3 | $931 | Buy |
56
+39
| +229% | +$648 | ﹤0.01% | 969 |
|
2020
Q2 | $319 | Hold |
17
| – | – | ﹤0.01% | 1064 |
|
2020
Q1 | $341 | Hold |
17
| – | – | ﹤0.01% | 998 |
|
2019
Q4 | $367 | Buy |
+17
| New | +$367 | ﹤0.01% | 1026 |
|