Pathstone Family Office’s CorVel CRVL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$645K Sell
2023
Q2
$677K Hold
2023
Q1
$666K Sell
2022
Q4
$1.08M Buy
2022
Q3
$1.01M Buy
2022
Q2
$513K Buy
2022
Q1
$556K Buy
2021
Q4
$624K Sell
2021
Q3
$857K Buy
2021
Q2
$564K Buy
2021
Q1
$390K Buy
2020
Q4
$0 Hold
2020
Q3
$0 Sell
2020
Q2
$0 Buy