Transamerica 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-400
| Closed | -$20K | – | 768 |
|
|
2015
Q4 | $20K | Buy |
400
+100
| +33% | +$5K | ﹤0.01% | 527 |
|
|
2015
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 539 |
|
|
2015
Q2 | $16K | Buy |
300
+199
| +197% | +$10.6K | ﹤0.01% | 578 |
|
|
2015
Q1 | $6K | Hold |
101
| – | – | ﹤0.01% | 677 |
|
|
2014
Q4 | $5K | Hold |
101
| – | – | ﹤0.01% | 549 |
|
|
2014
Q3 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 523 |
|