VFA
CVGW

Valeo Financial Advisors’s Calavo Growers CVGW Stock Holding History

Valeo Financial Advisors’s Portfolio CVGW Stock Details CVGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-34
Closed -$3K – 803
2021
Q1 		$3K Buy
+34
New +$2.61K ﹤0.01% 1691
2020
Q3 		– Sell
-131
Closed -$8K – 1715
2020
Q2 		$8K Buy
131
+85
+185% +$5.1K ﹤0.01% 1348
2020
Q1 		$3K Buy
46
+34
+283% +$2.4K ﹤0.01% 1406
2019
Q4 		$1K Hold
12
– – ﹤0.01% 1528
2019
Q3 		$1K Buy
12
+1
+9% +$92 ﹤0.01% 1444
2019
Q2 		$1K Buy
11
+3
+38% +$280 ﹤0.01% 1462
2019
Q1 		$1K Sell
8
-242
-97% -$19.6K ﹤0.01% 1437
2018
Q4 		$18K Buy
250
+248
+12,400% +$23.2K ﹤0.01% 733
2018
Q3 		$0 Sell
2
-248
-99% -$24.5K ﹤0.01% 1790
2018
Q2 		$25K Hold
250
– – ﹤0.01% 695
2018
Q1 		$23K Hold
250
– – ﹤0.01% 672
2017
Q4 		$21K Hold
250
– – ﹤0.01% 654
2017
Q3 		$18K Buy
+250
New +$17.7K ﹤0.01% 574

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SIMG
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NI
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CCM
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ClearBridge Investments
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State Street
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Dimensional Fund Advisors
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Renaissance Technologies
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Invesco
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