Destiny 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
2023 Q1	–	Sell	-11,191	Closed	-$288K	–	281
2022 Q4	$288K	Buy	+11,191	New	+$288K	0.06%	162
2022 Q3	–	Sell	-9,066	Closed	-$225K	–	579
2022 Q2	$225K	Buy	+9,066	New	+$225K	0.05%	152