Carson Wealth (CWM LLC)’s BlackRock World ex US Carbon Transition Readiness ETF LCTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
69,073
+37,832
| +121% | +$1.92M | 0.01% | 710 |
|
|
2025
Q1 | $1.44M | Sell |
31,241
-42,498
| -58% | -$1.96M | 0.01% | 961 |
|
|
2024
Q4 | $3.21M | Sell |
73,739
-18,828
| -20% | -$819K | 0.01% | 596 |
|
|
2024
Q3 | $4.5M | Buy |
92,567
+32,213
| +53% | +$1.57M | 0.02% | 464 |
|
|
2024
Q2 | $2.7M | Sell |
60,354
-11,154
| -16% | -$500K | 0.01% | 563 |
|
|
2024
Q1 | $3.27M | Buy |
71,508
+36
| +0.1% | +$1.64K | 0.02% | 511 |
|
|
2023
Q4 | $3.13M | Sell |
71,472
-126,818
| -64% | -$5.54M | 0.02% | 492 |
|
|
2023
Q3 | $7.99M | Buy |
+198,290
| New | +$7.99M | 0.05% | 276 |
|