AWA
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Aaron Wealth Advisors’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,399
Closed -$675K 329
2024
Q1
$675K Hold
13,399
0.1% 128
2023
Q4
$673K Sell
13,399
-4,777
-26% -$240K 0.11% 111
2023
Q3
$909K Buy
+18,176
New +$909K 0.12% 93