Kingswood Wealth 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
Q1 | – | Sell |
-9,690
| Closed | -$247K | – | 741 |
|
|
2024
Q4 | $247K | Buy |
+9,690
| New | +$247K | 0.02% | 672 |
|
|
2024
Q3 | – | Sell |
-19,738
| Closed | -$448K | – | 685 |
|
|
2024
Q2 | $448K | Buy |
19,738
+3,950
| +25% | +$89.7K | 0.04% | 419 |
|
|
2024
Q1 | $439K | Sell |
15,788
-13,100
| -45% | -$364K | 0.05% | 382 |
|
|
2023
Q4 | $850K | Buy |
+28,888
| New | +$850K | 0.1% | 227 |
|
|
2023
Q3 | – | Sell |
-18,018
| Closed | -$523K | – | 437 |
|
|
2023
Q2 | $523K | Buy |
+18,018
| New | +$523K | 0.17% | 131 |
|