Canvas Wealth Advisors’s Calavo Growers CVGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-13,852
| Closed | -$357K | – | 253 |
|
|
2026
Q1 | $357K | Buy |
+13,852
| New | +$347K | 0.06% | 158 |
|
|
2025
Q2 | – | Sell |
-15,088
| Closed | -$419K | – | 209 |
|
|
2025
Q1 | $419K | Buy |
15,088
+407
| +3% | +$9.56K | 0.11% | 110 |
|
|
2024
Q4 | $374K | Buy |
14,681
+3,811
| +35% | +$104K | 0.09% | 115 |
|
|
2024
Q3 | $310K | Buy |
+10,870
| New | +$266K | 0.09% | 126 |
|
|
2023
Q3 | – | Sell |
-12,352
| Closed | -$465K | – | 126 |
|
|
2023
Q2 | $465K | Sell |
12,352
-1,433
| -10% | -$44.5K | 0.17% | 70 |
|
|
2023
Q1 | $429K | Buy |
+13,785
| New | +$413K | 0.18% | 79 |
|