JFS 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 | $57.4K | Sell |
1,129
-76
| -6% | -$3.87K | ﹤0.01% | 453 |
|
|
2025
Q1 | $55.7K | Sell |
1,205
-26
| -2% | -$1.2K | ﹤0.01% | 450 |
|
|
2024
Q4 | $53.6K | Buy |
1,231
+131
| +12% | +$5.7K | ﹤0.01% | 450 |
|
|
2024
Q3 | $53.5K | Buy |
1,100
+2
| +0.2% | +$97 | ﹤0.01% | 458 |
|
|
2024
Q2 | $49.2K | Buy |
1,098
+57
| +5% | +$2.55K | ﹤0.01% | 416 |
|
|
2024
Q1 | $47.5K | Hold |
1,041
| – | – | ﹤0.01% | 432 |
|
|
2023
Q4 | $45.5K | Buy |
+1,041
| New | +$45.5K | ﹤0.01% | 418 |
|