OBWP
O'Brien Wealth Partners’s Calvert International Responsible Index ETF CVIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.31M | Buy |
127,700
+70
| +0.1% | +$4.56K | 1.3% | 20 |
|
|
2025
Q1 | $7.39M | Sell |
127,630
-1,995
| -2% | -$116K | 1.38% | 20 |
|
|
2024
Q4 | $7.15M | Buy |
129,625
+4,346
| +3% | +$240K | 1.29% | 19 |
|
|
2024
Q3 | $7.51M | Buy |
125,279
+3,909
| +3% | +$234K | 1.47% | 19 |
|
|
2024
Q2 | $6.84M | Buy |
121,370
+2,020
| +2% | +$114K | 1.54% | 17 |
|
|
2024
Q1 | $6.8M | Buy |
119,350
+1,279
| +1% | +$72.9K | 1.57% | 15 |
|
|
2023
Q4 | $6.35M | Buy |
118,071
+12,133
| +11% | +$653K | 1.66% | 13 |
|
|
2023
Q3 | $5.12M | Buy |
105,938
+10,441
| +11% | +$505K | 1.47% | 12 |
|
|
2023
Q2 | $4.92M | Buy |
95,497
+3,611
| +4% | +$186K | 1.45% | 13 |
|
|
2023
Q1 | $4.59M | Buy |
+91,886
| New | +$4.59M | 1.45% | 13 |
|