Baldwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,420
| Closed | -$61.9K | – | 677 |
|
|
2024
Q3 | $61.9K | Hold |
1,420
| – | – | ﹤0.01% | 506 |
|
|
2024
Q2 | $55.1K | Hold |
1,420
| – | – | ﹤0.01% | 333 |
|
|
2024
Q1 | $64.3K | Hold |
1,420
| – | – | ﹤0.01% | 334 |
|
|
2023
Q4 | $72.3K | Sell |
1,420
-35
| -2% | -$1.78K | 0.01% | 324 |
|
|
2023
Q3 | $80.3K | Hold |
1,455
| – | – | 0.01% | 325 |
|
|
2023
Q2 | $94.6K | Hold |
1,455
| – | – | 0.01% | 328 |
|
|
2023
Q1 | $92.5K | Hold |
1,455
| – | – | 0.01% | 333 |
|
|
2022
Q4 | $85.3K | Sell |
1,455
-150
| -9% | -$8.79K | 0.01% | 334 |
|
|
2022
Q3 | $106K | Hold |
1,605
| – | – | 0.01% | 236 |
|
|
2022
Q2 | $117K | Buy |
1,605
+35
| +2% | +$2.55K | 0.02% | 239 |
|
|
2022
Q1 | $121K | Buy |
+1,570
| New | +$121K | 0.01% | 254 |
|
|
2019
Q4 | – | Sell |
-206
| Closed | -$5K | – | 549 |
|
|
2019
Q3 | $5K | Hold |
206
| – | – | ﹤0.01% | 476 |
|
|
2019
Q2 | $5K | Hold |
206
| – | – | ﹤0.01% | 470 |
|
|
2019
Q1 | $6K | Hold |
206
| – | – | ﹤0.01% | 467 |
|
|
2018
Q4 | $6K | Sell |
206
-92
| -31% | -$2.68K | ﹤0.01% | 461 |
|
|
2018
Q3 | $10K | Buy |
298
+206
| +224% | +$6.91K | ﹤0.01% | 466 |
|
|
2018
Q2 | $3K | Hold |
92
| – | – | ﹤0.01% | 491 |
|
|
2018
Q1 | $3K | Hold |
92
| – | – | ﹤0.01% | 468 |
|
|
2017
Q4 | $4K | Hold |
92
| – | – | ﹤0.01% | 443 |
|
|
2017
Q3 | $3K | Buy |
+92
| New | +$3K | ﹤0.01% | 455 |
|