AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Sell |
2,633
-26
| -1% | -$999 | ﹤0.01% | 1478 |
|
|
2025
Q1 | $103K | Sell |
2,659
-21
| -0.8% | -$815 | ﹤0.01% | 1437 |
|
|
2024
Q4 | $109K | Buy |
+2,680
| New | +$109K | ﹤0.01% | 1406 |
|
|
2024
Q2 | – | Sell |
-4,442
| Closed | -$201K | – | 1261 |
|
|
2024
Q1 | $201K | Sell |
4,442
-9,756
| -69% | -$442K | ﹤0.01% | 1099 |
|
|
2023
Q4 | $617K | Sell |
14,198
-5,135
| -27% | -$223K | ﹤0.01% | 1332 |
|
|
2023
Q3 | $1.07M | Sell |
19,333
-447
| -2% | -$24.7K | 0.01% | 1069 |
|
|
2023
Q2 | $1.29M | Sell |
19,780
-314
| -2% | -$20.4K | 0.01% | 994 |
|
|
2023
Q1 | $1.28M | Buy |
20,094
+496
| +3% | +$31.5K | 0.01% | 954 |
|
|
2022
Q4 | $1.15M | Buy |
19,598
+1,063
| +6% | +$62.3K | 0.01% | 928 |
|
|
2022
Q3 | $1.23M | Buy |
18,535
+2,060
| +13% | +$136K | 0.01% | 870 |
|
|
2022
Q2 | $1.2M | Sell |
16,475
-58
| -0.4% | -$4.21K | 0.01% | 829 |
|
|
2022
Q1 | $1.27M | Sell |
16,533
-39,945
| -71% | -$3.08M | 0.01% | 841 |
|
|
2021
Q4 | $4.77M | Buy |
56,478
+1,283
| +2% | +$108K | 0.03% | 426 |
|
|
2021
Q3 | $4.52M | Buy |
55,195
+2,906
| +6% | +$238K | 0.04% | 405 |
|
|
2021
Q2 | $3.79M | Sell |
52,289
-5,160
| -9% | -$374K | 0.03% | 449 |
|
|
2021
Q1 | $3.36M | Buy |
57,449
+18,317
| +47% | +$1.07M | 0.03% | 416 |
|
|
2020
Q4 | $2.42M | Buy |
+39,132
| New | +$2.42M | 0.03% | 444 |
|