IFP Advisors’s Calavo Growers CVGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03K | Buy |
+104
| New | +$3.03K | ﹤0.01% | 3692 |
|
|
2025
Q1 | – | Hold |
0
| – | -$153 | – | 3758 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3863 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$8K | – | 3585 |
|
|
2022
Q4 | $8K | Buy |
+9
| New | +$8K | ﹤0.01% | 3499 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3575 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3301 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3223 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3136 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3002 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2883 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2886 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2974 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3166 |
|
|
2019
Q1 | – | Sell |
-135
| Closed | -$10K | – | 2558 |
|
|
2018
Q4 | $10K | Sell |
135
-46
| -25% | -$3.41K | ﹤0.01% | 2456 |
|
|
2018
Q3 | $17K | Hold |
181
| – | – | ﹤0.01% | 2508 |
|
|
2018
Q2 | $17K | Buy |
181
+20
| +12% | +$1.88K | ﹤0.01% | 2530 |
|
|
2018
Q1 | $14K | Hold |
161
| – | – | ﹤0.01% | 2587 |
|
|
2017
Q4 | $14K | Sell |
161
-100
| -38% | -$8.7K | ﹤0.01% | 2584 |
|
|
2017
Q3 | $19K | Buy |
261
+115
| +79% | +$8.37K | ﹤0.01% | 2585 |
|
|
2017
Q2 | $10K | Buy |
146
+100
| +217% | +$6.85K | ﹤0.01% | 2976 |
|
|
2017
Q1 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 3467 |
|