Avantax Advisory Services’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
$369K Buy
9,603
+65
+0.7% +$2.5K ﹤0.01% 1769
2025
Q1
$370K Buy
9,538
+421
+5% +$16.3K ﹤0.01% 1697
2024
Q4
$372K Sell
9,117
-1,934
-18% -$78.9K ﹤0.01% 1638
2024
Q3
$482K Sell
11,051
-713
-6% -$31.1K ﹤0.01% 1433
2024
Q2
$457K Buy
11,764
+1,802
+18% +$69.9K ﹤0.01% 1421
2024
Q1
$451K Buy
9,962
+425
+4% +$19.2K ﹤0.01% 1094
2023
Q4
$486K Buy
9,537
+512
+6% +$26.1K ﹤0.01% 997
2023
Q3
$498K Sell
9,025
-464
-5% -$25.6K 0.01% 948
2023
Q2
$617K Buy
9,489
+687
+8% +$44.7K 0.01% 866
2023
Q1
$559K Sell
8,802
-582
-6% -$37K 0.01% 868
2022
Q4
$550K Sell
9,384
-338
-3% -$19.8K 0.01% 817
2022
Q3
$643K Sell
9,722
-3,075
-24% -$203K 0.01% 680
2022
Q2
$929K Buy
12,797
+4,624
+57% +$336K 0.01% 568
2022
Q1
$630K Buy
8,173
+2,823
+53% +$218K 0.01% 709
2021
Q4
$452K Buy
5,350
+1,879
+54% +$159K 0.01% 799
2021
Q3
$283K Buy
+3,471
New +$283K ﹤0.01% 950