Sugarloaf Wealth Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Sugarloaf Wealth Management’s Portfolio LCTU Stock Details LCTU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$11.4K	Sell
2024 Q3	$300K	Sell
2024 Q2	$342K	Hold
2024 Q1	$331K	Buy
2023 Q4	$246K	Hold
2023 Q3	$222K	Buy
2023 Q2	$143K	Hold
2023 Q1	$133K	Buy
2022 Q4	$81.5K	Hold
2022 Q3	$77K	Buy