Allworth Financial’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$98.4K	Buy	1,323 +51	+4%	+$3.65K	﹤0.01%	1837
2025 Q4	$82.5K	Buy	1,272 +542	+74%	+$33.4K	﹤0.01%	1868
2025 Q3	$41.5K	Sell	730 -101	-12%	-$4.64K	﹤0.01%	2229
2025 Q2	$31.9K	Hold	831	–	–	﹤0.01%	2216
2025 Q1	$30.5K	Hold	831	–	–	﹤0.01%	1817
2024 Q4	$34.6K	Buy	831 +129	+18%	+$5.69K	﹤0.01%	1772
2024 Q3	$30.6K	Sell	702 -64	-8%	-$2.44K	﹤0.01%	1646
2024 Q2	$30.6K	Sell	766 -105	-12%	-$4.58K	﹤0.01%	1610
2024 Q1	$39.4K	Sell	871 -53	-6%	-$2.36K	﹤0.01%	1405
2023 Q4	$47.1K	Sell	924 -1,500	-62%	-$74.4K	﹤0.01%	1225
2023 Q3	$134K	Buy	2,424 +81	+3%	+$4.95K	﹤0.01%	783
2023 Q2	$152K	Buy	2,343 +55	+2%	+$3.43K	﹤0.01%	760
2023 Q1	$145K	Sell	2,288 -62	-3%	-$4K	﹤0.01%	733
2022 Q4	$138K	Buy	2,350 +320	+16%	+$21.4K	﹤0.01%	724
2022 Q3	$134K	Sell	2,030 -257	-11%	-$19.1K	﹤0.01%	690
2022 Q2	$166K	Sell	2,287 -255	-10%	-$18.1K	﹤0.01%	596
2022 Q1	$196K	Sell	2,542 -1,220	-32%	-$93.4K	﹤0.01%	556
2021 Q4	$318K	Buy	3,762 +720	+24%	+$63.8K	﹤0.01%	443
2021 Q3	$249K	Buy	3,042 +1,180	+63%	+$96.7K	﹤0.01%	426
2021 Q2	$135K	Buy	1,862 +596	+47%	+$38.4K	﹤0.01%	434
2021 Q1	$74K	Buy	1,266 +1,019	+413%	+$66.6K	﹤0.01%	496
2020 Q4	$15K	Buy	247 +193	+357%	+$9.57K	﹤0.01%	742
2020 Q3	$2K	Sell	54 -10	-16%	-$376	﹤0.01%	1001
2020 Q2	$2K	Sell	64 -86	-57%	-$2.32K	﹤0.01%	1021
2020 Q1	$3K	Buy	+150	New	+$4.15K	﹤0.01%	987