AWA
Acorn Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,850
| Closed | -$245K | – | 175 |
|
|
2023
Q1 | $245K | Buy |
3,850
+9
| +0.2% | +$572 | 0.18% | 141 |
|
|
2022
Q4 | $225K | Hold |
3,841
| – | – | 0.17% | 138 |
|
|
2022
Q3 | $254K | Buy |
3,841
+3
| +0.1% | +$198 | 0.21% | 118 |
|
|
2022
Q2 | $279K | Buy |
3,838
+125
| +3% | +$9.09K | 0.22% | 120 |
|
|
2022
Q1 | $286K | Buy |
3,713
+7
| +0.2% | +$539 | 0.2% | 131 |
|
|
2021
Q4 | $313K | Buy |
3,706
+227
| +7% | +$19.2K | 0.2% | 125 |
|
|
2021
Q3 | $285K | Buy |
+3,479
| New | +$285K | 0.2% | 125 |
|