Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.4K | Sell |
178
-4,602
| -96% | -$295K | ﹤0.01% | 480 |
|
|
2024
Q3 | $300K | Sell |
4,780
-977
| -17% | -$61.3K | 0.06% | 119 |
|
|
2024
Q2 | $342K | Hold |
5,757
| – | – | 0.07% | 106 |
|
|
2024
Q1 | $331K | Buy |
5,757
+1,049
| +22% | +$60.2K | 0.07% | 109 |
|
|
2023
Q4 | $246K | Hold |
4,708
| – | – | 0.06% | 119 |
|
|
2023
Q3 | $222K | Buy |
4,708
+1,776
| +61% | +$83.6K | 0.06% | 114 |
|
|
2023
Q2 | $143K | Hold |
2,932
| – | – | 0.03% | 176 |
|
|
2023
Q1 | $133K | Buy |
2,932
+1,011
| +53% | +$45.7K | 0.03% | 172 |
|
|
2022
Q4 | $81.5K | Hold |
1,921
| – | – | 0.02% | 221 |
|
|
2022
Q3 | $77K | Buy |
+1,921
| New | +$77K | 0.02% | 227 |
|