Harbour Investments’s Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF CDEI Stock Holding History

Harbour Investments’s Portfolio CDEI Stock Details CDEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4	Closed	-$229	–	3021
2023 Q2	$229	Buy	+4	New	+$215	﹤0.01%	2893

Other funds holding CDEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harbour Investments's CDEI Position: Q3 2023 in Review

Harbour Investments sold out of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) in Q3 2023, closing a stake of 4 shares — an estimated $229 sold.

Harbour Investments first reported a position in CDEI in Q2 2023 and held it in 1 quarter. The position peaked at $229 in Q2 2023. 1 fund tracked by Wall St. Rank holds CDEI as of Q3 2023.

Harbour Investments reported no remaining Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position as of Q3 2023 after selling out during the quarter.
Harbour Investments sold 4 Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF shares in Q3 2023, an estimated $229.
Harbour Investments first reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in Q2 2023 and held it in 1 quarter.
Harbour Investments's Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position peaked at $229 in Q2 2023.
1 fund tracked by Wall St. Rank held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF as of Q3 2023.

Based on Harbour Investments's 13F filing for Q3 2023, filed 15 Nov 2023.