Physician Wealth Advisors’s CVB Financial CVBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$535	Sell	27 -34	-56%	-$674	﹤0.01%	1692
2025 Q1	$1.13K	Buy	+61	New	+$1.13K	﹤0.01%	996