Robertson Stephens Wealth Management’s Calavo Growers CVGW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,155
| Closed | -$200K | – | 315 |
|
|
2021
Q2 | $200K | Hold |
3,155
| – | – | 0.02% | 319 |
|
|
2021
Q1 | $244K | Hold |
3,155
| – | – | 0.04% | 259 |
|
|
2020
Q4 | $219K | Hold |
3,155
| – | – | 0.05% | 229 |
|
|
2020
Q3 | $209K | Buy |
+3,155
| New | +$209K | 0.05% | 225 |
|
|
2020
Q1 | – | Sell |
-3,155
| Closed | -$285K | – | 181 |
|
|
2019
Q4 | $285K | Hold |
3,155
| – | – | 0.14% | 89 |
|
|
2019
Q3 | $300K | Hold |
3,155
| – | – | 0.15% | 96 |
|
|
2019
Q2 | $305K | Hold |
3,155
| – | – | 0.3% | 57 |
|
|
2019
Q1 | $265K | Hold |
3,155
| – | – | 0.23% | 55 |
|
|
2018
Q4 | $230K | Buy |
+3,155
| New | +$230K | 0.23% | 51 |
|