Heritage Wealth Management (Arizona)’s Calavo Growers CVGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3K | Buy |
102
+51
| +100% | +$1.5K | ﹤0.01% | 942 |
|
|
2022
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 864 |
|
|
2022
Q2 | $2.13K | Hold |
51
| – | – | ﹤0.01% | 877 |
|
|
2022
Q1 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 886 |
|
|
2021
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 807 |
|
|
2021
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 803 |
|
|
2021
Q1 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 659 |
|