Sandbox Financial Partners’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,185
Closed -$261K 98
2023
Q4
$261K Sell
5,185
-4,789
-48% -$241K 0.12% 74
2023
Q3
$499K Buy
9,974
+550
+6% +$27.5K 0.26% 51
2023
Q2
$471K Buy
+9,424
New +$471K 0.25% 54