Andesa Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,000
| Closed | -$396K | – | 150 |
|
|
2022
Q3 | $396K | Buy |
6,000
+3,000
| +100% | +$198K | 0.14% | 102 |
|
|
2022
Q2 | $218K | Sell |
3,000
-700
| -19% | -$50.9K | 0.14% | 129 |
|
|
2022
Q1 | $285K | Hold |
3,700
| – | – | 0.15% | 117 |
|
|
2021
Q4 | $312K | Hold |
3,700
| – | – | 0.15% | 121 |
|
|
2021
Q3 | $303K | Sell |
3,700
-3,700
| -50% | -$303K | 0.16% | 110 |
|
|
2021
Q2 | $536K | Hold |
7,400
| – | – | 0.16% | 88 |
|
|
2021
Q1 | $433K | Buy |
7,400
+3,620
| +96% | +$212K | 0.14% | 98 |
|
|
2020
Q4 | $234K | Sell |
3,780
-3,780
| -50% | -$234K | 0.15% | 108 |
|
|
2020
Q3 | $303K | Buy |
+7,560
| New | +$303K | 0.13% | 115 |
|