Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,688
| Closed | -$239K | – | 571 |
|
|
2023
Q4 | $239K | Buy |
4,688
+608
| +15% | +$31K | 0.02% | 610 |
|
|
2023
Q3 | $225K | Sell |
4,080
-767
| -16% | -$42.3K | 0.04% | 405 |
|
|
2023
Q2 | $315K | Sell |
4,847
-1,633
| -25% | -$106K | 0.03% | 480 |
|
|
2023
Q1 | $412K | Buy |
6,480
+178
| +3% | +$11.3K | 0.03% | 389 |
|
|
2022
Q4 | $369M | Sell |
6,302
-2
| -0% | -$117K | 0.03% | 401 |
|
|
2022
Q3 | $417K | Buy |
+6,304
| New | +$417K | 0.04% | 336 |
|
|
2022
Q2 | – | Sell |
-5,494
| Closed | -$423K | – | 515 |
|
|
2022
Q1 | $423K | Sell |
5,494
-1,243
| -18% | -$95.7K | 0.04% | 314 |
|
|
2021
Q4 | $571K | Buy |
6,737
+3,639
| +117% | +$308K | 0.05% | 264 |
|
|
2021
Q3 | $254K | Buy |
+3,098
| New | +$254K | 0.03% | 357 |
|