SFP
Sandbox Financial Partners’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
39,242
-390
| -1% | -$29.9K | 0.95% | 22 |
|
|
2025
Q1 | $2.73M | Sell |
39,632
-304
| -0.8% | -$21K | 0.96% | 24 |
|
|
2024
Q4 | $2.93M | Buy |
39,936
+55
| +0.1% | +$4.03K | 0.98% | 24 |
|
|
2024
Q3 | $2.86M | Buy |
39,881
+682
| +2% | +$48.9K | 1.01% | 22 |
|
|
2024
Q2 | $2.66M | Buy |
39,199
+1,352
| +4% | +$91.7K | 1.02% | 23 |
|
|
2024
Q1 | $2.48M | Sell |
37,847
-5,219
| -12% | -$343K | 1.04% | 22 |
|
|
2023
Q4 | $2.57M | Sell |
43,066
-3,729
| -8% | -$223K | 1.21% | 17 |
|
|
2023
Q3 | $2.49M | Buy |
46,795
+4,612
| +11% | +$245K | 1.32% | 16 |
|
|
2023
Q2 | $2.34M | Buy |
42,183
+19,879
| +89% | +$1.1M | 1.22% | 16 |
|
|
2023
Q1 | $1.14M | Buy |
+22,304
| New | +$1.14M | 0.69% | 22 |
|