Baldwin Wealth Partners’s Calavo Growers CVGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-450
| Closed | -$12.8K | – | 413 |
|
|
2024
Q3 | $12.8K | Sell |
450
-350
| -44% | -$9.99K | ﹤0.01% | 757 |
|
|
2024
Q2 | $18.2K | Hold |
800
| – | – | ﹤0.01% | 473 |
|
|
2024
Q1 | $22.2K | Sell |
800
-100
| -11% | -$2.78K | ﹤0.01% | 473 |
|
|
2023
Q4 | $26.5K | Sell |
900
-14,480
| -94% | -$426K | ﹤0.01% | 467 |
|
|
2023
Q3 | $388K | Sell |
15,380
-590
| -4% | -$14.9K | 0.03% | 171 |
|
|
2023
Q2 | $463K | Sell |
15,970
-1,970
| -11% | -$57.2K | 0.04% | 168 |
|
|
2023
Q1 | $516K | Sell |
17,940
-270
| -1% | -$7.77K | 0.05% | 151 |
|
|
2022
Q4 | $535K | Buy |
+18,210
| New | +$535K | 0.05% | 150 |
|