WealthSource Partners’s BlackRock US Carbon Transition Readiness ETF LCTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$3.62M Buy
69,232
+10,491
+18% +$549K 0.24% 68
2023
Q3
$2.77M Buy
58,741
+16,570
+39% +$780K 0.19% 84
2023
Q2
$2.06M Sell
42,171
-1,393
-3% -$68K 0.14% 119
2023
Q1
$1.97M Buy
43,564
+3,097
+8% +$140K 0.13% 122
2022
Q4
$1.72M Buy
40,467
+12,563
+45% +$533K 0.12% 134
2022
Q3
$1.11M Buy
27,904
+11,740
+73% +$468K 0.08% 177
2022
Q2
$675K Buy
+16,164
New +$675K 0.05% 248