AllSquare 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
$32.6K Hold
850
0.02% 265
2025
Q1
$33K Hold
850
0.02% 257
2024
Q4
$34.7K Hold
850
0.02% 248
2024
Q3
$37.1K Sell
850
-300
-26% -$13.1K 0.02% 239
2024
Q2
$44.6K Hold
1,150
0.03% 215
2024
Q1
$52.1K Sell
1,150
-300
-21% -$13.6K 0.03% 211
2023
Q4
$73.9K Sell
1,450
-694
-32% -$35.4K 0.05% 172
2023
Q3
$118K Sell
2,144
-600
-22% -$33.1K 0.08% 127
2023
Q2
$169K Hold
2,744
0.11% 103
2023
Q1
$174K Hold
2,744
0.11% 101
2022
Q4
$161K Hold
2,744
0.11% 104
2022
Q3
$181K Hold
2,744
0.13% 88
2022
Q2
$199K Hold
2,744
0.14% 91
2022
Q1
$211K Hold
2,744
0.13% 94
2021
Q4
$232K Hold
2,744
0.14% 90
2021
Q3
$225K Hold
2,744
0.13% 86
2021
Q2
$199K Sell
2,744
-125
-4% -$9.07K 0.12% 97
2021
Q1
$168K Buy
+2,869
New +$168K 0.1% 104
2018
Q3
Sell
-100
Closed -$3K 494
2018
Q2
$3K Hold
100
﹤0.01% 428
2018
Q1
$3K Hold
100
﹤0.01% 350
2017
Q4
$4K Buy
+100
New +$4K ﹤0.01% 337