Sandbox Financial Partners’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
6,326
+17
| +0.3% | +$1.03K | 0.12% | 80 |
|
|
2025
Q1 | $358K | Buy |
6,309
+17
| +0.3% | +$964 | 0.13% | 80 |
|
|
2024
Q4 | $374K | Buy |
6,292
+23
| +0.4% | +$1.37K | 0.12% | 77 |
|
|
2024
Q3 | $377K | Buy |
6,269
+15
| +0.2% | +$902 | 0.13% | 75 |
|
|
2024
Q2 | $345K | Sell |
6,254
-539
| -8% | -$29.7K | 0.13% | 75 |
|
|
2024
Q1 | $393K | Sell |
6,793
-896
| -12% | -$51.9K | 0.17% | 68 |
|
|
2023
Q4 | $411K | Sell |
7,689
-1,892
| -20% | -$101K | 0.19% | 62 |
|
|
2023
Q3 | $456K | Buy |
9,581
+1,933
| +25% | +$92K | 0.24% | 54 |
|
|
2023
Q2 | $389K | Buy |
+7,648
| New | +$389K | 0.2% | 62 |
|