Carson Wealth (CWM LLC)’s Calavo Growers CVGW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
8,751
+6,448
| +280% | +$172K | ﹤0.01% | 2040 |
|
|
2025
Q1 | $55K | Buy |
2,303
+2,265
| +5,961% | +$54.1K | ﹤0.01% | 2894 |
|
|
2024
Q4 | $1K | Buy |
38
+1
| +3% | +$26 | ﹤0.01% | 4681 |
|
|
2024
Q3 | $1K | Buy |
37
+3
| +9% | +$81 | ﹤0.01% | 4543 |
|
|
2024
Q2 | $1K | Sell |
34
-87
| -72% | -$2.56K | ﹤0.01% | 4345 |
|
|
2024
Q1 | $3K | Hold |
121
| – | – | ﹤0.01% | 3825 |
|
|
2023
Q4 | $4K | Buy |
+121
| New | +$4K | ﹤0.01% | 3578 |
|
|
2023
Q3 | – | Sell |
-24
| Closed | -$1K | – | 4221 |
|
|
2023
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 3929 |
|
|
2023
Q1 | – | Sell |
-28
| Closed | -$1K | – | 4082 |
|
|
2022
Q4 | $1K | Sell |
28
-51
| -65% | -$1.82K | ﹤0.01% | 3712 |
|
|
2022
Q3 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 3276 |
|
|
2022
Q2 | – | Sell |
-51
| Closed | -$2K | – | 3814 |
|
|
2022
Q1 | $2K | Sell |
51
-9
| -15% | -$353 | ﹤0.01% | 3137 |
|
|
2021
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 2946 |
|