SWA
Sutton Wealth Advisors’s Calavo Growers CVGW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-232
| Closed | -$6.82K | – | 996 |
|
|
2022
Q4 | $6.82K | Buy |
232
+229
| +7,633% | +$6.73K | ﹤0.01% | 1050 |
|
|
2022
Q3 | $95 | Hold |
3
| – | – | ﹤0.01% | 1607 |
|
|
2022
Q2 | $125 | Sell |
3
-437
| -99% | -$18.2K | ﹤0.01% | 1601 |
|
|
2022
Q1 | $16K | Sell |
440
-6
| -1% | -$219 | 0.01% | 790 |
|
|
2021
Q4 | $18.9K | Buy |
+446
| New | +$18.9K | 0.01% | 718 |
|
|
2021
Q3 | – | Sell |
-190
| Closed | -$12.1K | – | 1321 |
|
|
2021
Q2 | $12.1K | Hold |
190
| – | – | ﹤0.01% | 854 |
|
|
2021
Q1 | $14.8K | Hold |
190
| – | – | 0.01% | 763 |
|
|
2020
Q4 | $13.2K | Hold |
190
| – | – | 0.01% | 735 |
|
|
2020
Q3 | $12.6K | Hold |
190
| – | – | 0.01% | 678 |
|
|
2020
Q2 | $12K | Hold |
190
| – | – | 0.01% | 663 |
|
|
2020
Q1 | $11K | Sell |
190
-121
| -39% | -$6.98K | 0.01% | 630 |
|
|
2019
Q4 | $28.2K | Hold |
311
| – | – | 0.01% | 479 |
|
|
2019
Q3 | $29.6K | Hold |
311
| – | – | 0.02% | 452 |
|
|
2019
Q2 | $30.1K | Buy |
311
+109
| +54% | +$10.5K | 0.02% | 454 |
|
|
2019
Q1 | $16.9K | Hold |
202
| – | – | 0.01% | 634 |
|
|
2018
Q4 | $14.7K | Hold |
202
| – | – | 0.01% | 627 |
|
|
2018
Q3 | $19.5K | Hold |
202
| – | – | 0.01% | 600 |
|
|
2018
Q2 | $19.4K | Hold |
202
| – | – | 0.01% | 599 |
|
|
2018
Q1 | $18.6K | Hold |
202
| – | – | 0.01% | 598 |
|
|
2017
Q4 | $17K | Hold |
202
| – | – | 0.01% | 605 |
|
|
2017
Q3 | $14.8K | Hold |
202
| – | – | 0.01% | 644 |
|
|
2017
Q2 | $13.9K | Buy |
202
+12
| +6% | +$829 | 0.01% | 659 |
|
|
2017
Q1 | $11.5K | Hold |
190
| – | – | 0.01% | 676 |
|
|
2016
Q4 | $11.7K | Hold |
190
| – | – | 0.01% | 651 |
|
|
2016
Q3 | $12.4K | Hold |
190
| – | – | 0.01% | 605 |
|
|
2016
Q2 | $12.7K | Hold |
190
| – | – | 0.01% | 569 |
|
|
2016
Q1 | $10.8K | Buy |
+190
| New | +$10.8K | 0.01% | 587 |
|