Carson Wealth (CWM LLC)’s BlackRock US Carbon Transition Readiness ETF LCTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Sell |
297,942
-2,263
| -0.8% | -$152K | 0.07% | 240 |
|
|
2025
Q1 | $18.2M | Sell |
300,205
-23,012
| -7% | -$1.39M | 0.07% | 236 |
|
|
2024
Q4 | $20.7M | Sell |
323,217
-91,579
| -22% | -$5.87M | 0.09% | 200 |
|
|
2024
Q3 | $26M | Sell |
414,796
-154,316
| -27% | -$9.68M | 0.11% | 168 |
|
|
2024
Q2 | $33.8M | Sell |
569,112
-98,645
| -15% | -$5.86M | 0.16% | 129 |
|
|
2024
Q1 | $38.3M | Sell |
667,757
-80,049
| -11% | -$4.6M | 0.19% | 108 |
|
|
2023
Q4 | $39.1M | Buy |
747,806
+41,252
| +6% | +$2.16M | 0.21% | 92 |
|
|
2023
Q3 | $33.3M | Buy |
706,554
+221,945
| +46% | +$10.4M | 0.2% | 98 |
|
|
2023
Q2 | $23.7M | Buy |
484,609
+5,247
| +1% | +$256K | 0.15% | 134 |
|
|
2023
Q1 | $21.7M | Buy |
479,362
+34,002
| +8% | +$1.54M | 0.15% | 138 |
|
|
2022
Q4 | $18.9M | Buy |
445,360
+120,301
| +37% | +$5.1M | 0.14% | 144 |
|
|
2022
Q3 | $13M | Buy |
325,059
+67,484
| +26% | +$2.69M | 0.1% | 163 |
|
|
2022
Q2 | $10.8M | Buy |
+257,575
| New | +$10.8M | 0.08% | 187 |
|