B. Riley 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
Q2 | – | Sell |
-13,917
| Closed | -$768K | – | 1515 |
|
|
2024
Q1 | $768K | Sell |
13,917
-95
| -0.7% | -$5.24K | 0.02% | 607 |
|
|
2023
Q4 | $719K | Buy |
14,012
+95
| +0.7% | +$4.87K | 0.02% | 648 |
|
|
2023
Q3 | $768K | Sell |
13,917
-2,368
| -15% | -$131K | 0.02% | 607 |
|
|
2023
Q2 | $1.06M | Sell |
16,285
-3,029
| -16% | -$198K | 0.02% | 546 |
|
|
2023
Q1 | $1.23M | Sell |
19,314
-9,870
| -34% | -$627K | 0.03% | 477 |
|
|
2022
Q4 | $1.72M | Sell |
29,184
-6,399
| -18% | -$378K | 0.05% | 375 |
|
|
2022
Q3 | $2.35M | Buy |
35,583
+25,313
| +246% | +$1.67M | 0.07% | 273 |
|
|
2022
Q2 | $747K | Sell |
10,270
-1,056
| -9% | -$76.8K | 0.03% | 506 |
|
|
2022
Q1 | $872K | Buy |
11,326
+595
| +6% | +$45.8K | 0.03% | 532 |
|
|
2021
Q4 | $907K | Sell |
10,731
-28,301
| -73% | -$2.39M | 0.03% | 564 |
|
|
2021
Q3 | $3.2M | Buy |
39,032
+2,071
| +6% | +$170K | 0.1% | 226 |
|
|
2021
Q2 | $2.68M | Sell |
36,961
-174
| -0.5% | -$12.6K | 0.09% | 270 |
|
|
2021
Q1 | $2.17M | Buy |
37,135
+33,489
| +919% | +$1.96M | 0.08% | 294 |
|
|
2020
Q4 | $226K | Buy |
+3,646
| New | +$226K | 0.01% | 886 |
|