EverSource Wealth Advisors’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 | $997K | Buy |
14,816
+299
| +2% | +$20.1K | 0.05% | 280 |
|
|
2025
Q1 | $880K | Sell |
14,517
-2,248
| -13% | -$136K | 0.05% | 269 |
|
|
2024
Q4 | $1.07M | Sell |
16,765
-630
| -4% | -$40.4K | 0.06% | 235 |
|
|
2024
Q3 | $1.09M | Sell |
17,395
-1,847
| -10% | -$116K | 0.07% | 208 |
|
|
2024
Q2 | $1.16M | Buy |
19,242
+16,523
| +608% | +$994K | 0.08% | 197 |
|
|
2024
Q1 | $149K | Buy |
2,719
+29
| +1% | +$1.59K | 0.01% | 579 |
|
|
2023
Q4 | $141K | Buy |
2,690
+248
| +10% | +$13K | 0.01% | 524 |
|
|
2023
Q3 | $115K | Buy |
2,442
+666
| +38% | +$31.4K | 0.01% | 522 |
|
|
2023
Q2 | $86.7K | Hold |
1,776
| – | – | 0.01% | 628 |
|
|
2023
Q1 | $80.3K | Buy |
1,776
+426
| +32% | +$19.3K | 0.01% | 621 |
|
|
2022
Q4 | $57.3K | Sell |
1,350
-2,086
| -61% | -$88.5K | 0.01% | 709 |
|
|
2022
Q3 | $137K | Buy |
3,436
+1,302
| +61% | +$51.9K | 0.03% | 359 |
|
|
2022
Q2 | $89K | Buy |
+2,134
| New | +$89K | 0.02% | 410 |
|