WBI Investments’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,256
| Closed | -$177K | – | 239 |
|
|
2024
Q2 | $177K | Buy |
+10,256
| New | +$177K | 0.04% | 164 |
|
|
2020
Q1 | – | Sell |
-34,311
| Closed | -$741K | – | 115 |
|
|
2019
Q4 | $741K | Sell |
34,311
-8,032
| -19% | -$173K | 0.08% | 141 |
|
|
2019
Q3 | $884K | Buy |
+42,343
| New | +$884K | 0.08% | 135 |
|
|
2015
Q4 | – | Sell |
-115,065
| Closed | -$1.92M | – | 216 |
|
|
2015
Q3 | $1.92M | Buy |
+115,065
| New | +$1.92M | 0.07% | 101 |
|