JFS Wealth Advisors’s BlackRock US Carbon Transition Readiness ETF LCTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
4,278
-87
| -2% | -$5.85K | 0.02% | 263 |
|
|
2025
Q1 | $265K | Buy |
4,365
+94
| +2% | +$5.7K | 0.02% | 274 |
|
|
2024
Q4 | $274K | Buy |
4,271
+295
| +7% | +$18.9K | 0.02% | 260 |
|
|
2024
Q3 | $249K | Sell |
3,976
-624
| -14% | -$39.2K | 0.02% | 266 |
|
|
2024
Q2 | $273K | Buy |
4,600
+99
| +2% | +$5.88K | 0.02% | 207 |
|
|
2024
Q1 | $258K | Sell |
4,501
-301
| -6% | -$17.3K | 0.02% | 217 |
|
|
2023
Q4 | $251K | Buy |
+4,802
| New | +$251K | 0.02% | 207 |
|