TFO Wealth Partners’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$143 | – | 226 |
|
|
2024
Q1 | $143 | Hold |
8
| – | – | ﹤0.01% | 575 |
|
|
2023
Q4 | $162 | Hold |
8
| – | – | ﹤0.01% | 703 |
|
|
2023
Q3 | $106 | Hold |
8
| – | – | ﹤0.01% | 964 |
|
|
2023
Q2 | $106 | Hold |
8
| – | – | ﹤0.01% | 652 |
|
|
2023
Q1 | $133 | Sell |
8
-11
| -58% | -$183 | ﹤0.01% | 585 |
|
|
2022
Q4 | $589 | Buy |
+19
| New | +$589 | ﹤0.01% | 457 |
|