Pathstone Family Office’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	-9,702	Closed	-$250K	–	1267
2022 Q4	$250K	Sell	9,702 -62	-0.6%	-$1.6K	﹤0.01%	1302
2022 Q3	$248K	Buy	+9,764	New	+$248K	﹤0.01%	1271