Lee Financial’s Cavco Industries CVCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-69
| Closed | -$23.9K | – | 306 |
|
|
2023
Q4 | $23.9K | Hold |
69
| – | – | ﹤0.01% | 296 |
|
|
2023
Q3 | $18.3K | Hold |
69
| – | – | ﹤0.01% | 314 |
|
|
2023
Q2 | $20.4K | Hold |
69
| – | – | ﹤0.01% | 300 |
|
|
2023
Q1 | $21.9K | Hold |
69
| – | – | ﹤0.01% | 295 |
|
|
2022
Q4 | $15.6K | Hold |
69
| – | – | ﹤0.01% | 394 |
|
|
2022
Q3 | $14K | Hold |
69
| – | – | ﹤0.01% | 381 |
|
|
2022
Q2 | $14K | Hold |
69
| – | – | ﹤0.01% | 391 |
|
|
2022
Q1 | $17K | Hold |
69
| – | – | ﹤0.01% | 360 |
|
|
2021
Q4 | $22K | Hold |
69
| – | – | ﹤0.01% | 354 |
|
|
2021
Q3 | $16K | Hold |
69
| – | – | ﹤0.01% | 362 |
|
|
2021
Q2 | $15K | Hold |
69
| – | – | ﹤0.01% | 354 |
|
|
2021
Q1 | $16K | Hold |
69
| – | – | ﹤0.01% | 331 |
|
|
2020
Q4 | $12K | Buy |
69
+9
| +15% | +$1.57K | ﹤0.01% | 351 |
|
|
2020
Q3 | $11K | Hold |
60
| – | – | ﹤0.01% | 385 |
|
|
2020
Q2 | $12K | Hold |
60
| – | – | ﹤0.01% | 335 |
|
|
2020
Q1 | $9K | Sell |
60
-10
| -14% | -$1.5K | ﹤0.01% | 311 |
|
|
2019
Q4 | $14K | Hold |
70
| – | – | ﹤0.01% | 294 |
|
|
2019
Q3 | $13K | Hold |
70
| – | – | ﹤0.01% | 298 |
|
|
2019
Q2 | $11K | Buy |
70
+5
| +8% | +$786 | ﹤0.01% | 336 |
|
|
2019
Q1 | $8K | Hold |
65
| – | – | ﹤0.01% | 364 |
|
|
2018
Q4 | $8K | Hold |
65
| – | – | ﹤0.01% | 311 |
|
|
2018
Q3 | $16K | Hold |
65
| – | – | ﹤0.01% | 270 |
|
|
2018
Q2 | $13K | Hold |
65
| – | – | ﹤0.01% | 425 |
|
|
2018
Q1 | $11K | Hold |
65
| – | – | ﹤0.01% | 446 |
|
|
2017
Q4 | $10K | Hold |
65
| – | – | ﹤0.01% | 321 |
|
|
2017
Q3 | $10K | Sell |
65
-5
| -7% | -$769 | ﹤0.01% | 327 |
|
|
2017
Q2 | $9K | Hold |
70
| – | – | ﹤0.01% | 338 |
|
|
2017
Q1 | $8K | Buy |
70
+20
| +40% | +$2.29K | ﹤0.01% | 304 |
|
|
2016
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 365 |
|