J.P. Morgan Private Wealth Advisors’s BlackRock US Carbon Transition Readiness ETF LCTU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,135
| Closed | -$251K | – | 1755 |
|
2023
Q2 | $251K | Hold |
5,135
| – | – | ﹤0.01% | 1311 |
|
2023
Q1 | $232K | Buy |
5,135
+48
| +0.9% | +$2.17K | ﹤0.01% | 1770 |
|
2022
Q4 | $216K | Buy |
+5,087
| New | +$216K | ﹤0.01% | 1792 |
|
2022
Q2 | – | Sell |
-4,600
| Closed | -$232K | – | 1976 |
|
2022
Q1 | $232K | Sell |
4,600
-1,505
| -25% | -$75.9K | ﹤0.01% | 1856 |
|
2021
Q4 | $329K | Buy |
+6,105
| New | +$329K | ﹤0.01% | 1715 |
|