Evercore Wealth Management’s Calavo Growers CVGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-161
| Closed | -$11K | – | 915 |
|
|
2017
Q2 | $11K | Sell |
161
-339
| -68% | -$23.2K | ﹤0.01% | 803 |
|
|
2017
Q1 | $30K | Hold |
500
| – | – | ﹤0.01% | 685 |
|
|
2016
Q4 | $31K | Hold |
500
| – | – | ﹤0.01% | 688 |
|
|
2016
Q3 | $33K | Hold |
500
| – | – | ﹤0.01% | 686 |
|
|
2016
Q2 | $33K | Hold |
500
| – | – | ﹤0.01% | 661 |
|
|
2016
Q1 | $29K | Hold |
500
| – | – | ﹤0.01% | 664 |
|
|
2015
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 730 |
|
|
2015
Q3 | $22K | Hold |
500
| – | – | ﹤0.01% | 724 |
|
|
2015
Q2 | $26K | Hold |
500
| – | – | ﹤0.01% | 743 |
|
|
2015
Q1 | $26K | Hold |
500
| – | – | ﹤0.01% | 738 |
|
|
2014
Q4 | $24K | Buy |
+500
| New | +$24K | ﹤0.01% | 645 |
|