Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-70
| Closed | -$2.01K | – | 2076 |
|
|
2023
Q1 | $2.01K | Hold |
70
| – | – | ﹤0.01% | 1898 |
|
|
2022
Q4 | $2.06K | Hold |
70
| – | – | ﹤0.01% | 1876 |
|
|
2022
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 1824 |
|
|
2022
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 2366 |
|
|
2022
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 2526 |
|
|
2021
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 2568 |
|
|
2021
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 2637 |
|
|
2021
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 2496 |
|
|
2021
Q1 | $5K | Hold |
70
| – | – | ﹤0.01% | 2638 |
|
|
2020
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 2459 |
|
|
2020
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 2240 |
|
|
2020
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 2197 |
|
|
2020
Q1 | $3K | Sell |
70
-80
| -53% | -$3.43K | ﹤0.01% | 2158 |
|
|
2019
Q4 | $13K | Hold |
150
| – | – | ﹤0.01% | 1867 |
|
|
2019
Q3 | $14K | Hold |
150
| – | – | ﹤0.01% | 1754 |
|
|
2019
Q2 | $14K | Hold |
150
| – | – | ﹤0.01% | 1779 |
|
|
2019
Q1 | $12K | Hold |
150
| – | – | ﹤0.01% | 1770 |
|
|
2018
Q4 | $10K | Buy |
150
+40
| +36% | +$2.67K | ﹤0.01% | 1775 |
|
|
2018
Q3 | $10K | Hold |
110
| – | – | ﹤0.01% | 1835 |
|
|
2018
Q2 | $10K | Buy |
110
+10
| +10% | +$909 | ﹤0.01% | 1712 |
|
|
2018
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 1676 |
|
|
2017
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 1691 |
|
|
2017
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 1670 |
|
|
2017
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1668 |
|
|
2017
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1630 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 1564 |
|
|
2016
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1501 |
|
|
2016
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1455 |
|
|
2016
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1469 |
|