Valeo 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
Q2 | – | Sell |
-34
| Closed | -$3K | – | 730 |
|
|
2021
Q1 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 1599 |
|
|
2020
Q3 | – | Sell |
-131
| Closed | -$8K | – | 1651 |
|
|
2020
Q2 | $8K | Buy |
131
+85
| +185% | +$5.19K | ﹤0.01% | 1276 |
|
|
2020
Q1 | $3K | Buy |
46
+34
| +283% | +$2.22K | ﹤0.01% | 1353 |
|
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1513 |
|
|
2019
Q3 | $1K | Buy |
12
+1
| +9% | +$83 | ﹤0.01% | 1430 |
|
|
2019
Q2 | $1K | Buy |
11
+3
| +38% | +$273 | ﹤0.01% | 1456 |
|
|
2019
Q1 | $1K | Sell |
8
-242
| -97% | -$30.3K | ﹤0.01% | 1429 |
|
|
2018
Q4 | $18K | Buy |
250
+248
| +12,400% | +$17.9K | ﹤0.01% | 725 |
|
|
2018
Q3 | $0 | Sell |
2
-248
| -99% | – | ﹤0.01% | 1780 |
|
|
2018
Q2 | $25K | Hold |
250
| – | – | ﹤0.01% | 689 |
|
|
2018
Q1 | $23K | Hold |
250
| – | – | ﹤0.01% | 669 |
|
|
2017
Q4 | $21K | Hold |
250
| – | – | ﹤0.01% | 652 |
|
|
2017
Q3 | $18K | Buy |
+250
| New | +$18K | ﹤0.01% | 569 |
|