Wealthspire Advisors (Maryland)’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-268
| Closed | -$6K | – | 822 |
|
|
2019
Q1 | $6K | Hold |
268
| – | – | ﹤0.01% | 1731 |
|
|
2018
Q4 | $5K | Sell |
268
-8
| -3% | -$149 | ﹤0.01% | 1710 |
|
|
2018
Q3 | $6K | Buy |
276
+82
| +42% | +$1.78K | ﹤0.01% | 1716 |
|
|
2018
Q2 | $4K | Buy |
194
+25
| +15% | +$515 | ﹤0.01% | 1864 |
|
|
2018
Q1 | $4K | Sell |
169
-177
| -51% | -$4.19K | ﹤0.01% | 1891 |
|
|
2017
Q4 | $8K | Buy |
346
+164
| +90% | +$3.79K | ﹤0.01% | 1665 |
|
|
2017
Q3 | $4K | Buy |
182
+5
| +3% | +$110 | ﹤0.01% | 1835 |
|
|
2017
Q2 | $4K | Buy |
+177
| New | +$4K | ﹤0.01% | 1809 |
|