Balboa Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,891
| Closed | -$215K | – | 305 |
|
|
2023
Q3 | $215K | Buy |
3,891
+4
| +0.1% | +$221 | 0.08% | 197 |
|
|
2023
Q2 | $253K | Sell |
3,887
-1,018
| -21% | -$66.2K | 0.09% | 187 |
|
|
2023
Q1 | $312K | Sell |
4,905
-113
| -2% | -$7.18K | 0.12% | 157 |
|
|
2022
Q4 | $294K | Sell |
5,018
-82
| -2% | -$4.81K | 0.13% | 157 |
|
|
2022
Q3 | $337K | Buy |
+5,100
| New | +$337K | 0.15% | 124 |
|