Creative Planning’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
Q1 | $505K | Buy |
19,591
+3,214
| +20% | +$80.5K | ﹤0.01% | 3024 |
|
|
2025
Q4 | $356K | Buy |
16,377
+355
| +2% | +$7.87K | ﹤0.01% | 3122 |
|
|
2025
Q3 | $412K | Buy |
+16,022
| New | +$432K | ﹤0.01% | 2887 |
|
|
2025
Q1 | – | Sell |
-36
| Closed | -$918 | – | 3520 |
|
|
2024
Q4 | $918 | Buy |
+36
| New | +$980 | ﹤0.01% | 3533 |
|
|
2023
Q4 | – | Sell |
-201
| Closed | -$5.06K | – | 2834 |
|
|
2023
Q3 | $5.06K | Buy |
+201
| New | +$6.53K | ﹤0.01% | 2715 |
|
|
2022
Q2 | – | Sell |
-201
| Closed | -$7K | – | 2334 |
|
|
2022
Q1 | $7K | Buy |
+201
| New | +$8.19K | ﹤0.01% | 2215 |
|
|
2021
Q2 | – | Sell |
-2,955
| Closed | -$229K | – | 2193 |
|
|
2021
Q1 | $229K | Sell |
2,955
-30
| -1% | -$2.3K | ﹤0.01% | 1987 |
|
|
2020
Q4 | $207K | Buy |
+2,985
| New | +$211K | ﹤0.01% | 1880 |
|
|
2020
Q1 | – | Sell |
-3,776
| Closed | -$342K | – | 1910 |
|
|
2019
Q4 | $342K | Buy |
3,776
+18
| +0.5% | +$1.61K | ﹤0.01% | 1326 |
|
|
2019
Q3 | $358K | Buy |
3,758
+807
| +27% | +$74.1K | ﹤0.01% | 1253 |
|
|
2019
Q2 | $285K | Buy |
2,951
+18
| +0.6% | +$1.68K | ﹤0.01% | 1403 |
|
|
2019
Q1 | $246K | Hold |
2,933
| – | – | ﹤0.01% | 1451 |
|
|
2018
Q4 | $214K | Sell |
2,933
-300
| -9% | -$28K | ﹤0.01% | 1441 |
|
|
2018
Q3 | $312K | Buy |
3,233
+300
| +10% | +$29.6K | ﹤0.01% | 1371 |
|
|
2018
Q2 | $282K | Hold |
2,933
| – | – | ﹤0.01% | 1411 |
|
|
2018
Q1 | $270K | Hold |
2,933
| – | – | ﹤0.01% | 1404 |
|
|
2017
Q4 | $248K | Buy |
+2,933
| New | +$216K | ﹤0.01% | 1462 |
|
|
2017
Q3 | – | Sell |
-3
| Closed | – | – | 2274 |
|
|
2017
Q2 | $0 | Sell |
3
-50
| -94% | -$3.37K | ﹤0.01% | 4647 |
|
|
2017
Q1 | $3K | Buy |
53
+50
| +1,667% | +$2.88K | ﹤0.01% | 4141 |
|
|
2016
Q4 | $0 | Sell |
3
-33
| -92% | -$2.01K | ﹤0.01% | 4649 |
|
|
2016
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 4211 |
|
|
2016
Q2 | $2K | Buy |
+36
| New | +$2.13K | ﹤0.01% | 3995 |
|
|
2014
Q4 | – | Sell |
-60
| Closed | -$3K | – | 4179 |
|
|
2014
Q3 | $3K | Buy |
60
+3
| +5% | +$114 | ﹤0.01% | 3504 |
|
|
2014
Q2 | $2K | Buy |
+57
| New | +$1.86K | ﹤0.01% | 3498 |
|
Other funds holding CVGW
RCMNY
VCM
MF
FSC
NI
GI