Kondo Wealth Advisors, Inc. CVLC Holdings History
Kondo Wealth Advisors, Inc.'s Calvert US Large-Cap Core Responsible Index ETF Holding Summary
As of 2025-03-31, Kondo Wealth Advisors, Inc. held 24,661.00 shares of Calvert US Large-Cap Core Responsible Index ETF(CVLC), totaling $1.70 Mil. This investment constitutes 0.84% of their stock portfolio, and Kondo Wealth Advisors, Inc. now holds 0.39% of the outstanding Calvert US Large-Cap Core Responsible Index ETF(CVLC) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $73.24 for 6,716.00 shares. Based on historical transaction data and CVLC's current price of $78.17, Kondo Wealth Advisors, Inc.'s estimated gain on his CVLC holdings is $103,980.48, reflecting a 4.49% gain to date.
Kondo Wealth Advisors, Inc. CVLC ($78.17) Holding Chart
Kondo Wealth Advisors, Inc. CVLC ($78.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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