EverSource Wealth Advisors’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 | $210K | Sell |
4,132
-105
| -2% | -$5.34K | 0.01% | 831 |
|
|
2025
Q1 | $196K | Sell |
4,237
-734
| -15% | -$33.9K | 0.01% | 668 |
|
|
2024
Q4 | $216K | Buy |
4,971
+343
| +7% | +$14.9K | 0.01% | 627 |
|
|
2024
Q3 | $225K | Buy |
4,628
+98
| +2% | +$4.77K | 0.01% | 523 |
|
|
2024
Q2 | $208K | Buy |
4,530
+4,016
| +781% | +$185K | 0.01% | 544 |
|
|
2024
Q1 | $22.9K | Sell |
514
-30
| -6% | -$1.33K | ﹤0.01% | 1301 |
|
|
2023
Q4 | $23.8K | Buy |
544
+13
| +2% | +$568 | ﹤0.01% | 1159 |
|
|
2023
Q3 | $21.4K | Buy |
+531
| New | +$21.4K | ﹤0.01% | 1098 |
|