West Oak Capital’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-533
| Closed | -$9.38K | – | 354 |
|
|
2016
Q3 | $9.38K | Buy |
533
+4
| +0.8% | +$70 | 0.01% | 296 |
|
|
2016
Q2 | $8.67K | Buy |
529
+4
| +0.8% | +$66 | 0.01% | 271 |
|
|
2016
Q1 | $9.16K | Buy |
+525
| New | +$9.16K | 0.01% | 211 |
|
|
2015
Q4 | – | Sell |
-517
| Closed | -$8.64K | – | 217 |
|
|
2015
Q3 | $8.64K | Buy |
517
+3
| +0.6% | +$50 | 0.01% | 219 |
|
|
2015
Q2 | $9.05K | Buy |
514
+4
| +0.8% | +$70 | 0.01% | 217 |
|
|
2015
Q1 | $8.13K | Buy |
510
+3
| +0.6% | +$48 | 0.01% | 219 |
|
|
2014
Q4 | $8.12K | Buy |
507
+4
| +0.8% | +$64 | 0.01% | 231 |
|
|
2014
Q3 | $7.22K | Buy |
503
+3
| +0.6% | +$43 | 0.01% | 214 |
|
|
2014
Q2 | $8.02K | Buy |
+500
| New | +$8.02K | 0.01% | 213 |
|