Pathstone Family Office’s CorVel CRVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $645K | Sell |
9,837
-663
| -6% | -$43.5K | ﹤0.01% | 917 |
|
|
2023
Q2 | $677K | Hold |
10,500
| – | – | 0.01% | 621 |
|
|
2023
Q1 | $666K | Sell |
10,500
-12,990
| -55% | -$824K | 0.01% | 576 |
|
|
2022
Q4 | $1.08M | Buy |
23,490
+1,686
| +8% | +$77.7K | 0.01% | 764 |
|
|
2022
Q3 | $1.01M | Buy |
21,804
+11,361
| +109% | +$524K | 0.01% | 734 |
|
|
2022
Q2 | $513K | Buy |
10,443
+543
| +5% | +$26.7K | 0.01% | 567 |
|
|
2022
Q1 | $556K | Buy |
9,900
+900
| +10% | +$50.5K | 0.01% | 510 |
|
|
2021
Q4 | $624K | Sell |
9,000
-4,800
| -35% | -$333K | 0.02% | 469 |
|
|
2021
Q3 | $857K | Buy |
13,800
+1,191
| +9% | +$74K | 0.03% | 336 |
|
|
2021
Q2 | $564K | Buy |
12,609
+1,200
| +11% | +$53.7K | 0.02% | 423 |
|
|
2021
Q1 | $390K | Buy |
11,409
+11,400
| +126,667% | +$390K | 0.01% | 406 |
|
|
2020
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 1163 |
|
|
2020
Q3 | $0 | Sell |
9
-9
| -50% | – | ﹤0.01% | 834 |
|
|
2020
Q2 | $0 | Buy |
+18
| New | – | ﹤0.01% | 764 |
|