IFP Advisors’s Calavo Growers CVGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.1K | Buy |
120
+26
| +28% | +$651 | ﹤0.01% | 3790 |
|
|
2025
Q4 | $2.04K | Sell |
94
-60
| -39% | -$1.33K | ﹤0.01% | 3825 |
|
|
2025
Q3 | $3.96K | Buy |
154
+50
| +48% | +$1.35K | ﹤0.01% | 3373 |
|
|
2025
Q2 | $3.03K | Buy |
+104
| New | +$2.72K | ﹤0.01% | 3692 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3758 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3863 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$8K | – | 3585 |
|
|
2022
Q4 | $8K | Buy |
+9
| New | +$302 | ﹤0.01% | 3499 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3643 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3346 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3278 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3176 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3043 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2922 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2943 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2989 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3193 |
|
|
2019
Q1 | – | Sell |
-135
| Closed | -$10K | – | 2568 |
|
|
2018
Q4 | $10K | Sell |
135
-46
| -25% | -$4.3K | ﹤0.01% | 2492 |
|
|
2018
Q3 | $17K | Hold |
181
| – | – | ﹤0.01% | 2535 |
|
|
2018
Q2 | $17K | Buy |
181
+20
| +12% | +$1.86K | ﹤0.01% | 2564 |
|
|
2018
Q1 | $14K | Hold |
161
| – | – | ﹤0.01% | 2587 |
|
|
2017
Q4 | $14K | Sell |
161
-100
| -38% | -$7.37K | ﹤0.01% | 2624 |
|
|
2017
Q3 | $19K | Buy |
261
+115
| +79% | +$8.15K | ﹤0.01% | 2617 |
|
|
2017
Q2 | $10K | Buy |
146
+100
| +217% | +$6.73K | ﹤0.01% | 3007 |
|
|
2017
Q1 | $3K | Buy |
+46
| New | +$2.65K | ﹤0.01% | 3502 |
|
Other funds holding CVGW
RCMNY
VCM
MF
FSC
NI
GI