Bartlett & Co Wealth Management’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 | $23.1K | Hold |
600
| – | – | ﹤0.01% | 790 |
|
|
2025
Q1 | $23.3K | Hold |
600
| – | – | ﹤0.01% | 793 |
|
|
2024
Q4 | $24.5K | Hold |
600
| – | – | ﹤0.01% | 779 |
|
|
2024
Q3 | $26.2K | Hold |
600
| – | – | ﹤0.01% | 771 |
|
|
2024
Q2 | $23.4K | Hold |
600
| – | – | ﹤0.01% | 796 |
|
|
2024
Q1 | $27.2K | Hold |
600
| – | – | ﹤0.01% | 769 |
|
|
2023
Q4 | $31.4K | Hold |
600
| – | – | ﹤0.01% | 784 |
|
|
2023
Q3 | $33.1K | Sell |
600
-150
| -20% | -$8.28K | ﹤0.01% | 728 |
|
|
2023
Q2 | $48.9K | Hold |
750
| – | – | ﹤0.01% | 675 |
|
|
2023
Q1 | $47.7K | Hold |
750
| – | – | ﹤0.01% | 577 |
|
|
2022
Q4 | $44.3K | Hold |
750
| – | – | ﹤0.01% | 600 |
|
|
2022
Q3 | $49.6K | Hold |
750
| – | – | ﹤0.01% | 563 |
|
|
2022
Q2 | $54.5K | Hold |
750
| – | – | ﹤0.01% | 560 |
|
|
2022
Q1 | $57.7K | Buy |
+750
| New | +$57.7K | ﹤0.01% | 564 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$49.2K | – | 674 |
|
|
2021
Q3 | $49.2K | Hold |
600
| – | – | ﹤0.01% | 512 |
|
|
2021
Q2 | $43.5K | Hold |
600
| – | – | ﹤0.01% | 529 |
|
|
2021
Q1 | $35.1K | Hold |
600
| – | – | ﹤0.01% | 593 |
|
|
2020
Q4 | $37.1K | Hold |
600
| – | – | ﹤0.01% | 578 |
|
|
2020
Q3 | $24K | Buy |
+600
| New | +$24K | ﹤0.01% | 594 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$2.76K | – | 879 |
|
|
2019
Q4 | $2.76K | Hold |
100
| – | – | ﹤0.01% | 799 |
|
|
2019
Q3 | $2.44K | Hold |
100
| – | – | ﹤0.01% | 816 |
|
|
2019
Q2 | $2.63K | Hold |
100
| – | – | ﹤0.01% | 659 |
|
|
2019
Q1 | $2.83K | Hold |
100
| – | – | ﹤0.01% | 637 |
|
|
2018
Q4 | $2.77K | Hold |
100
| – | – | ﹤0.01% | 648 |
|
|
2018
Q3 | $3.3K | Hold |
100
| – | – | ﹤0.01% | 654 |
|
|
2018
Q2 | $3.25K | Buy |
+100
| New | +$3.25K | ﹤0.01% | 656 |
|