BHWM
CVGW

Beaird Harris Wealth Management’s Calavo Growers CVGW Stock Holding History

Beaird Harris Wealth Management’s Portfolio CVGW Stock Details CVGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50
Closed -$1.44K – 483
2023
Q1 		$1.44K Hold
50
– – ﹤0.01% 390
2022
Q4 		$1.47K Hold
50
– – ﹤0.01% 615
2022
Q3 		$2K Buy
+50
New +$2.01K ﹤0.01% 396
2022
Q2 		– Sell
-50
Closed -$2K – 444
2022
Q1 		$2K Hold
50
– – ﹤0.01% 513
2021
Q4 		$2K Buy
+50
New +$2.05K ﹤0.01% 561

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Dimensional Fund Advisors
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KCM
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Geode Capital Management
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Renaissance Technologies
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Charles Schwab
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