United Capital Financial Advisors’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 | $4.84M | Sell |
71,963
-2,264
| -3% | -$152K | 0.04% | 283 |
|
|
2025
Q1 | $4.5M | Sell |
74,227
-9,037
| -11% | -$548K | 0.04% | 284 |
|
|
2024
Q4 | $5.33M | Sell |
83,264
-2,066
| -2% | -$132K | 0.05% | 251 |
|
|
2024
Q3 | $5.35M | Sell |
85,330
-12,520
| -13% | -$786K | 0.04% | 250 |
|
|
2024
Q2 | $5.81M | Buy |
97,850
+7,430
| +8% | +$441K | 0.05% | 238 |
|
|
2024
Q1 | $5.19M | Sell |
90,420
-4,778
| -5% | -$274K | 0.04% | 277 |
|
|
2023
Q4 | $4.98M | Buy |
+95,198
| New | +$4.98M | 0.04% | 288 |
|