J.P. Morgan Private Wealth Advisors’s Calavo Growers CVGW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,039
| Closed | -$236K | – | 1904 |
|
|
2021
Q1 | $236K | Buy |
3,039
+7
| +0.2% | +$544 | ﹤0.01% | 1622 |
|
|
2020
Q4 | $211K | Sell |
3,032
-479
| -14% | -$33.3K | ﹤0.01% | 1630 |
|
|
2020
Q3 | $233K | Sell |
3,511
-7
| -0.2% | -$465 | ﹤0.01% | 1473 |
|
|
2020
Q2 | $221K | Sell |
3,518
-60
| -2% | -$3.77K | ﹤0.01% | 1426 |
|
|
2020
Q1 | $206K | Buy |
3,578
+37
| +1% | +$2.13K | ﹤0.01% | 1291 |
|
|
2019
Q4 | $321K | Sell |
3,541
-2
| -0.1% | -$181 | ﹤0.01% | 1208 |
|
|
2019
Q3 | $337K | Buy |
3,543
+83
| +2% | +$7.9K | ﹤0.01% | 1145 |
|
|
2019
Q2 | $335K | Hold |
3,460
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q1 | $290K | Buy |
+3,460
| New | +$290K | ﹤0.01% | 1223 |
|
|
2018
Q3 | – | Sell |
-2,832
| Closed | -$272K | – | 1573 |
|
|
2018
Q2 | $272K | Buy |
2,832
+95
| +3% | +$9.12K | ﹤0.01% | 1241 |
|
|
2018
Q1 | $252K | Sell |
2,737
-103
| -4% | -$9.48K | ﹤0.01% | 1111 |
|
|
2017
Q4 | $240K | Sell |
2,840
-300
| -10% | -$25.4K | ﹤0.01% | 1125 |
|
|
2017
Q3 | $230K | Sell |
3,140
-29
| -0.9% | -$2.12K | ﹤0.01% | 1108 |
|
|
2017
Q2 | $219K | Buy |
+3,169
| New | +$219K | ﹤0.01% | 1120 |
|