Accel Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,242
| Closed | -$211K | – | 174 |
|
|
2023
Q2 | $211K | Hold |
3,242
| – | – | 0.12% | 160 |
|
|
2023
Q1 | $206K | Sell |
3,242
-329
| -9% | -$20.9K | 0.08% | 213 |
|
|
2022
Q4 | $209K | Sell |
3,571
-602
| -14% | -$35.3K | 0.1% | 155 |
|
|
2022
Q3 | $292K | Hold |
4,173
| – | – | 0.16% | 126 |
|
|
2022
Q2 | $297K | Buy |
4,173
+212
| +5% | +$15.1K | 0.17% | 111 |
|
|
2022
Q1 | $310K | Buy |
3,961
+410
| +12% | +$32.1K | 0.16% | 110 |
|
|
2021
Q4 | $300K | Buy |
+3,551
| New | +$300K | 0.15% | 116 |
|