Patriot Financial Group Insurance Agency’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 | $542K | Sell |
8,051
-128
| -2% | -$8.61K | 0.06% | 298 |
|
|
2025
Q1 | $496K | Sell |
8,179
-335
| -4% | -$20.3K | 0.07% | 296 |
|
|
2024
Q4 | $545K | Sell |
8,514
-1,813
| -18% | -$116K | 0.07% | 270 |
|
|
2024
Q3 | $648K | Sell |
10,327
-1,220
| -11% | -$76.5K | 0.09% | 250 |
|
|
2024
Q2 | $686K | Sell |
11,547
-455
| -4% | -$27K | 0.1% | 219 |
|
|
2024
Q1 | $689K | Sell |
12,002
-1,354
| -10% | -$77.7K | 0.11% | 207 |
|
|
2023
Q4 | $699K | Buy |
13,356
+4,584
| +52% | +$240K | 0.13% | 185 |
|
|
2023
Q3 | $413K | Buy |
8,772
+1,673
| +24% | +$78.8K | 0.09% | 274 |
|
|
2023
Q2 | $347K | Buy |
7,099
+18
| +0.3% | +$879 | 0.07% | 307 |
|
|
2023
Q1 | $320K | Buy |
7,081
+493
| +7% | +$22.3K | 0.07% | 318 |
|
|
2022
Q4 | $279K | Buy |
+6,588
| New | +$279K | 0.04% | 328 |
|
|
2022
Q3 | – | Sell |
-2,458
| Closed | -$103K | – | 1259 |
|
|
2022
Q2 | $103K | Buy |
+2,458
| New | +$103K | 0.02% | 533 |
|