OneDigital 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 | $769K | Sell |
15,119
-1,334
| -8% | -$67.9K | 0.01% | 731 |
|
|
2025
Q1 | $760K | Sell |
16,453
-315
| -2% | -$14.6K | 0.01% | 703 |
|
|
2024
Q4 | $730K | Buy |
16,768
+42
| +0.3% | +$1.83K | 0.01% | 740 |
|
|
2024
Q3 | $814K | Sell |
16,726
-1,164
| -7% | -$56.6K | 0.01% | 737 |
|
|
2024
Q2 | $801K | Buy |
17,890
+11,755
| +192% | +$526K | 0.01% | 698 |
|
|
2024
Q1 | $280K | Buy |
+6,135
| New | +$280K | ﹤0.01% | 933 |
|