Perigon Wealth Management’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 | $3.04M | Sell |
45,178
-7,907
| -15% | -$532K | 0.07% | 261 |
|
|
2025
Q1 | $3.22M | Buy |
53,085
+12,518
| +31% | +$759K | 0.08% | 236 |
|
|
2024
Q4 | $2.63M | Buy |
40,567
+7,028
| +21% | +$455K | 0.06% | 268 |
|
|
2024
Q3 | $2.1M | Buy |
33,539
+2,647
| +9% | +$166K | 0.06% | 276 |
|
|
2024
Q2 | $1.84M | Buy |
30,892
+13,585
| +78% | +$807K | 0.05% | 266 |
|
|
2024
Q1 | $994K | Buy |
17,307
+1,883
| +12% | +$108K | 0.03% | 371 |
|
|
2023
Q4 | $807K | Buy |
15,424
+8,428
| +120% | +$441K | 0.03% | 389 |
|
|
2023
Q3 | $329K | Buy |
6,996
+2,484
| +55% | +$117K | 0.01% | 556 |
|
|
2023
Q2 | $220K | Buy |
+4,512
| New | +$220K | 0.01% | 710 |
|