Atria Wealth Solutions’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 | – | Sell |
-10,495
| Closed | -$252K | – | 1539 |
|
|
2025
Q1 | $252K | Hold |
10,495
| – | – | ﹤0.01% | 1575 |
|
|
2024
Q4 | $268K | Hold |
10,495
| – | – | ﹤0.01% | 1602 |
|
|
2024
Q3 | $299K | Hold |
10,495
| – | – | ﹤0.01% | 1510 |
|
|
2024
Q2 | $238K | Hold |
10,495
| – | – | ﹤0.01% | 1630 |
|
|
2024
Q1 | $292K | Hold |
10,495
| – | – | ﹤0.01% | 1560 |
|
|
2023
Q4 | $309K | Sell |
10,495
-29
| -0.3% | -$853 | ﹤0.01% | 1471 |
|
|
2023
Q3 | $266K | Hold |
10,524
| – | – | ﹤0.01% | 1482 |
|
|
2023
Q2 | $305K | Hold |
10,524
| – | – | ﹤0.01% | 1420 |
|
|
2023
Q1 | $304K | Hold |
10,524
| – | – | ﹤0.01% | 1399 |
|
|
2022
Q4 | $309K | Hold |
10,524
| – | – | 0.01% | 1336 |
|
|
2022
Q3 | $334K | Buy |
10,524
+75
| +0.7% | +$2.38K | 0.01% | 1229 |
|
|
2022
Q2 | $436K | Buy |
+10,449
| New | +$436K | 0.01% | 1018 |
|