Reilly Financial Advisors’s Calavo Growers CVGW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $9K | Hold |
201
| – | – | ﹤0.01% | 726 |
|
2021
Q3 | $8K | Hold |
201
| – | – | ﹤0.01% | 684 |
|
2021
Q2 | $13K | Hold |
201
| – | – | ﹤0.01% | 636 |
|
2021
Q1 | $16K | Hold |
201
| – | – | ﹤0.01% | 582 |
|
2020
Q4 | $14K | Hold |
201
| – | – | ﹤0.01% | 559 |
|
2020
Q3 | $13K | Hold |
201
| – | – | ﹤0.01% | 520 |
|
2020
Q2 | $13K | Hold |
201
| – | – | ﹤0.01% | 523 |
|
2020
Q1 | $12K | Hold |
201
| – | – | ﹤0.01% | 519 |
|
2019
Q4 | $18K | Hold |
201
| – | – | ﹤0.01% | 521 |
|
2019
Q3 | $19K | Hold |
201
| – | – | ﹤0.01% | 517 |
|
2019
Q2 | $19K | Hold |
201
| – | – | ﹤0.01% | 542 |
|
2019
Q1 | $17K | Hold |
201
| – | – | ﹤0.01% | 563 |
|
2018
Q4 | $15K | Hold |
201
| – | – | ﹤0.01% | 560 |
|
2018
Q3 | $19K | Hold |
201
| – | – | ﹤0.01% | 569 |
|
2018
Q2 | $19K | Hold |
201
| – | – | ﹤0.01% | 516 |
|
2018
Q1 | $18K | Sell |
201
-176
| -47% | -$15.8K | ﹤0.01% | 520 |
|
2017
Q4 | $32K | Hold |
377
| – | – | ﹤0.01% | 396 |
|
2017
Q3 | $28K | Hold |
377
| – | – | ﹤0.01% | 410 |
|
2017
Q2 | $26K | Hold |
377
| – | – | ﹤0.01% | 436 |
|
2017
Q1 | $23K | Hold |
377
| – | – | ﹤0.01% | 454 |
|
2016
Q4 | $23K | Hold |
377
| – | – | ﹤0.01% | 424 |
|
2016
Q3 | $25K | Hold |
377
| – | – | ﹤0.01% | 369 |
|
2016
Q2 | $25K | Hold |
377
| – | – | ﹤0.01% | 347 |
|
2016
Q1 | $21K | Sell |
377
-376
| -50% | -$20.9K | ﹤0.01% | 437 |
|
2015
Q4 | $37K | Hold |
753
| – | – | 0.01% | 337 |
|
2015
Q3 | $34K | Hold |
753
| – | – | 0.01% | 461 |
|
2015
Q2 | $39K | Buy |
+753
| New | +$39K | 0.01% | 481 |
|