Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.18K | Sell |
50
-1,128
| -96% | -$49.1K | ﹤0.01% | 625 |
|
|
2024
Q3 | $57.3K | Buy |
1,178
+33
| +3% | +$1.61K | 0.01% | 291 |
|
|
2024
Q2 | $51.3K | Hold |
1,145
| – | – | 0.01% | 293 |
|
|
2024
Q1 | $52.3K | Buy |
1,145
+59
| +5% | +$2.7K | 0.01% | 288 |
|
|
2023
Q4 | $47.5K | Hold |
1,086
| – | – | 0.01% | 293 |
|
|
2023
Q3 | $43.7K | Buy |
+1,086
| New | +$43.7K | 0.01% | 303 |
|