Kingswood Wealth Advisors’s Cavco Industries CVCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $209K | Sell |
481
-59
| -11% | -$25.6K | 0.02% | 691 |
|
2025
Q1 | $281K | Sell |
540
-30
| -5% | -$15.6K | 0.03% | 571 |
|
2024
Q4 | $254K | Buy |
+570
| New | +$254K | 0.02% | 664 |
|
2024
Q3 | – | Sell |
-600
| Closed | -$208K | – | 684 |
|
2024
Q2 | $208K | Buy |
+600
| New | +$208K | 0.02% | 626 |
|
2024
Q1 | – | Sell |
-670
| Closed | -$232K | – | 634 |
|
2023
Q4 | $232K | Buy |
+670
| New | +$232K | 0.03% | 540 |
|