Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,233
| Closed | -$141K | – | 1279 |
|
|
2024
Q4 | $141K | Buy |
3,233
+274
| +9% | +$11.9K | 0.01% | 649 |
|
|
2024
Q3 | $144K | Buy |
2,959
+68
| +2% | +$3.31K | 0.01% | 489 |
|
|
2024
Q2 | $129K | Buy |
2,891
+11
| +0.4% | +$493 | 0.01% | 466 |
|
|
2024
Q1 | $132K | Buy |
2,880
+116
| +4% | +$5.3K | 0.01% | 390 |
|
|
2023
Q4 | $121K | Buy |
2,764
+1,229
| +80% | +$53.7K | 0.01% | 394 |
|
|
2023
Q3 | $61.8K | Buy |
+1,535
| New | +$61.8K | ﹤0.01% | 448 |
|