Wealthspire Advisors (Maryland)’s Calavo Growers CVGW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-33
| Closed | -$3K | – | 825 |
|
2019
Q1 | $3K | Sell |
33
-7
| -18% | -$636 | ﹤0.01% | 1987 |
|
2018
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 1923 |
|
2018
Q3 | $4K | Buy |
40
+11
| +38% | +$1.1K | ﹤0.01% | 1885 |
|
2018
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 1986 |
|
2018
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 2001 |
|
2017
Q4 | $2K | Buy |
29
+27
| +1,350% | +$1.86K | ﹤0.01% | 2103 |
|
2017
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2295 |
|