Mount Yale Investment 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 | $229K | Sell |
3,398
-405
| -11% | -$27.2K | 0.02% | 526 |
|
|
2025
Q1 | $230K | Sell |
3,803
-46
| -1% | -$2.79K | 0.02% | 492 |
|
|
2024
Q4 | $247K | Sell |
3,849
-9,199
| -71% | -$589K | 0.02% | 492 |
|
|
2024
Q3 | $819K | Sell |
13,048
-3,356
| -20% | -$211K | 0.08% | 234 |
|
|
2024
Q2 | $975K | Sell |
16,404
-8,141
| -33% | -$484K | 0.08% | 210 |
|
|
2024
Q1 | $1.41M | Sell |
24,545
-68
| -0.3% | -$3.9K | 0.11% | 175 |
|
|
2023
Q4 | $1.29M | Buy |
24,613
+3,345
| +16% | +$175K | 0.12% | 171 |
|
|
2023
Q3 | $1M | Buy |
21,268
+6,652
| +46% | +$313K | 0.11% | 186 |
|
|
2023
Q2 | $714K | Buy |
14,616
+1,559
| +12% | +$76.1K | 0.08% | 255 |
|
|
2023
Q1 | $591K | Buy |
13,057
+5,452
| +72% | +$247K | 0.07% | 271 |
|
|
2022
Q4 | $323K | Buy |
7,605
+1,331
| +21% | +$56.5K | 0.04% | 344 |
|
|
2022
Q3 | $250K | Buy |
+6,274
| New | +$250K | 0.03% | 373 |
|