Axxcess Wealth Management’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	–	Sell	-13,348	Closed	-$866K	–	736
2025 Q4	$866K	Hold	13,348	–	–	0.02%	537
2025 Q3	$759K	Sell	13,348 -50	-0.4%	-$2.3K	0.02%	511
2025 Q2	$514K	Buy	13,398 +250	+2%	+$9.23K	0.01%	589
2025 Q1	$510K	Buy	13,148 +2,062	+19%	+$84.5K	0.01%	547
2024 Q4	$452K	Buy	11,086 +4,888	+79%	+$215K	0.01%	565
2024 Q3	$270K	Sell	6,198 -421	-6%	-$16K	0.01%	724
2024 Q2	$257K	Sell	6,619 -50	-0.7%	-$2.18K	0.01%	701
2024 Q1	$302K	Sell	6,669 -6,814	-51%	-$304K	0.01%	663
2023 Q4	$687K	Sell	13,483 -4,181	-24%	-$207K	0.02%	437
2023 Q3	$975K	Buy	17,664 +992	+6%	+$60.6K	0.03%	324
2023 Q2	$1.08M	Buy	16,672 +5,165	+45%	+$322K	0.08%	213
2023 Q1	$731K	Buy	11,507 +3,399	+42%	+$219K	0.06%	287
2022 Q4	$475K	Buy	8,108 +134	+2%	+$8.95K	0.04%	363
2022 Q3	$527K	Buy	7,974 +364	+5%	+$27K	0.05%	308
2022 Q2	$553K	Buy	7,610 +973	+15%	+$69.2K	0.05%	291
2022 Q1	$511K	Buy	6,637 +3,268	+97%	+$250K	0.04%	353
2021 Q4	$284K	Buy	+3,369	New	+$299K	0.02%	485