Allworth Financial’s Calavo Growers CVGW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.84K | Buy |
+69
| New | +$1.84K | ﹤0.01% | 3734 |
|
2025
Q1 | – | Sell |
-18
| Closed | -$426 | – | 4080 |
|
2024
Q4 | $426 | Hold |
18
| – | – | ﹤0.01% | 3640 |
|
2024
Q3 | $514 | Buy |
+18
| New | +$514 | ﹤0.01% | 3410 |
|
2023
Q2 | – | Sell |
-35
| Closed | -$1.01K | – | 3283 |
|
2023
Q1 | $1.01K | Hold |
35
| – | – | ﹤0.01% | 2667 |
|
2022
Q4 | $1.03K | Buy |
+35
| New | +$1.03K | ﹤0.01% | 2463 |
|
2022
Q1 | – | Sell |
-513
| Closed | -$22K | – | 2162 |
|
2021
Q4 | $22K | Buy |
+513
| New | +$22K | ﹤0.01% | 1080 |
|