LWA
Lenox Wealth Advisors’s Calavo Growers CVGW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $89K | Hold |
2,406
| – | – | 0.01% | 180 |
|
|
2021
Q4 | $102K | Hold |
2,406
| – | – | 0.01% | 167 |
|
|
2021
Q3 | $92K | Hold |
2,406
| – | – | 0.01% | 164 |
|
|
2021
Q2 | $153K | Hold |
2,406
| – | – | 0.02% | 123 |
|
|
2021
Q1 | $187K | Hold |
2,406
| – | – | 0.03% | 88 |
|
|
2020
Q4 | $167K | Hold |
2,406
| – | – | 0.02% | 95 |
|
|
2020
Q3 | $159K | Hold |
2,406
| – | – | 0.02% | 90 |
|
|
2020
Q2 | $151K | Hold |
2,406
| – | – | 0.02% | 83 |
|
|
2020
Q1 | $139K | Sell |
2,406
-2,000
| -45% | -$116K | 0.03% | 79 |
|
|
2019
Q4 | $399K | Hold |
4,406
| – | – | 0.06% | 56 |
|
|
2019
Q3 | $412K | Hold |
4,406
| – | – | 0.07% | 50 |
|
|
2019
Q2 | $426K | Sell |
4,406
-1,010
| -19% | -$97.7K | 0.07% | 45 |
|
|
2019
Q1 | $465K | Sell |
5,416
-625
| -10% | -$53.7K | 0.09% | 39 |
|
|
2018
Q4 | $452K | Buy |
6,041
+2,000
| +49% | +$150K | 0.1% | 36 |
|
|
2018
Q3 | $390K | Sell |
4,041
-2,000
| -33% | -$193K | 0.08% | 41 |
|
|
2018
Q2 | $581K | Buy |
+6,041
| New | +$581K | 0.13% | 25 |
|