CWA
Canvas Wealth Advisors’s Calavo Growers CVGW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-15,088
| Closed | -$419K | – | 209 |
|
2025
Q1 | $419K | Buy |
15,088
+407
| +3% | +$11.3K | 0.11% | 110 |
|
2024
Q4 | $374K | Buy |
14,681
+3,811
| +35% | +$97.2K | 0.09% | 115 |
|
2024
Q3 | $310K | Buy |
+10,870
| New | +$310K | 0.09% | 126 |
|
2023
Q3 | – | Sell |
-12,352
| Closed | -$465K | – | 126 |
|
2023
Q2 | $465K | Sell |
12,352
-1,433
| -10% | -$54K | 0.17% | 70 |
|
2023
Q1 | $429K | Buy |
+13,785
| New | +$429K | 0.18% | 79 |
|