Genovese Burford & Brothers Wealth & Retirement Plan 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
Q4 | – | Sell |
-300
| Closed | -$21K | – | 290 |
|
2017
Q3 | $21K | Hold |
300
| – | – | 0.01% | 220 |
|
2017
Q2 | $20K | Hold |
300
| – | – | 0.01% | 219 |
|
2017
Q1 | $19K | Hold |
300
| – | – | 0.01% | 242 |
|
2016
Q4 | $19K | Hold |
300
| – | – | 0.01% | 250 |
|
2016
Q3 | $19K | Hold |
300
| – | – | 0.01% | 240 |
|
2016
Q2 | $20K | Hold |
300
| – | – | 0.01% | 216 |
|
2016
Q1 | $17K | Hold |
300
| – | – | 0.01% | 219 |
|
2015
Q4 | $15K | Buy |
+300
| New | +$15K | 0.01% | 226 |
|