GIA
Goodwin Investment Advisory’s BlackRock US Carbon Transition Readiness ETF LCTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,182
| Closed | -$638K | – | 67 |
|
|
2023
Q4 | $638K | Sell |
12,182
-4,959
| -29% | -$260K | 0.33% | 21 |
|
|
2023
Q3 | $807K | Buy |
17,141
+2,555
| +18% | +$120K | 0.48% | 18 |
|
|
2023
Q2 | $712K | Sell |
14,586
-2,075
| -12% | -$101K | 0.42% | 17 |
|
|
2023
Q1 | $754K | Buy |
16,661
+1,277
| +8% | +$57.8K | 0.49% | 17 |
|
|
2022
Q4 | $653K | Buy |
15,384
+4,477
| +41% | +$190K | 0.46% | 18 |
|
|
2022
Q3 | $435K | Buy |
10,907
+5,167
| +90% | +$206K | 0.33% | 30 |
|
|
2022
Q2 | $240K | Buy |
+5,740
| New | +$240K | 0.18% | 38 |
|