CFS Investment Advisory Services’s BlackRock US Carbon Transition Readiness ETF LCTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
7,454
+294
| +4% | +$19.8K | 0.04% | 227 |
|
|
2025
Q1 | $434K | Sell |
7,160
-66
| -0.9% | -$4K | 0.04% | 229 |
|
|
2024
Q4 | $463K | Sell |
7,226
-37
| -0.5% | -$2.37K | 0.04% | 219 |
|
|
2024
Q3 | $456K | Buy |
7,263
+2,295
| +46% | +$144K | 0.04% | 211 |
|
|
2024
Q2 | $295K | Buy |
4,968
+62
| +1% | +$3.68K | 0.02% | 220 |
|
|
2024
Q1 | $282K | Buy |
4,906
+87
| +2% | +$5K | 0.05% | 139 |
|
|
2023
Q4 | $252K | Buy |
+4,819
| New | +$252K | 0.05% | 140 |
|
|
2022
Q4 | – | Sell |
-63,752
| Closed | -$2K | – | 198 |
|
|
2022
Q3 | $2K | Buy |
+63,752
| New | +$2K | ﹤0.01% | 164 |
|