Milestone Investment 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 | $15K | Buy |
296
+6
| +2% | +$305 | ﹤0.01% | 113 |
|
|
2025
Q1 | $13.4K | Hold |
290
| – | – | ﹤0.01% | 115 |
|
|
2024
Q4 | $12.6K | Hold |
290
| – | – | ﹤0.01% | 117 |
|
|
2024
Q3 | $14.1K | Hold |
290
| – | – | ﹤0.01% | 115 |
|
|
2024
Q2 | $13K | Hold |
290
| – | – | ﹤0.01% | 114 |
|
|
2024
Q1 | $13.2K | Hold |
290
| – | – | ﹤0.01% | 113 |
|
|
2023
Q4 | $12.7K | Sell |
290
-10
| -3% | -$437 | ﹤0.01% | 111 |
|
|
2023
Q3 | $12.1K | Hold |
300
| – | – | ﹤0.01% | 287 |
|
|
2023
Q2 | $12.7K | Hold |
300
| – | – | ﹤0.01% | 105 |
|
|
2023
Q1 | $12.5K | Buy |
+300
| New | +$12.5K | ﹤0.01% | 288 |
|