Sowell Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-12,075
| Closed | -$758K | – | 562 |
|
2024
Q3 | $758K | Sell |
12,075
-2,919
| -19% | -$183K | 0.04% | 391 |
|
2024
Q2 | $891K | Buy |
14,994
+515
| +4% | +$30.6K | 0.04% | 345 |
|
2024
Q1 | $831K | Buy |
+14,479
| New | +$831K | 0.04% | 377 |
|
2023
Q4 | – | Sell |
-11,469
| Closed | -$542K | – | 561 |
|
2023
Q3 | $542K | Buy |
+11,469
| New | +$542K | 0.03% | 388 |
|