Baystate 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
2023
Q4
$6.98K Hold
137
﹤0.01% 807
2023
Q3
$7.56K Buy
137
+1
+0.7% +$55 ﹤0.01% 629
2023
Q2
$8.88K Hold
136
﹤0.01% 593
2023
Q1
$8.68K Sell
136
-1
-0.7% -$64 ﹤0.01% 586
2022
Q4
$8K Hold
137
﹤0.01% 620
2022
Q3
$9K Sell
137
-229
-63% -$15K ﹤0.01% 559
2022
Q2
$27K Sell
366
-118
-24% -$8.71K ﹤0.01% 409
2022
Q1
$37K Sell
484
-87
-15% -$6.65K ﹤0.01% 368
2021
Q4
$48K Buy
571
+205
+56% +$17.2K ﹤0.01% 331
2021
Q3
$30K Buy
366
+64
+21% +$5.25K ﹤0.01% 357
2021
Q2
$22K Buy
302
+73
+32% +$5.32K ﹤0.01% 380
2021
Q1
$13K Hold
229
﹤0.01% 437
2020
Q4
$14K Hold
229
﹤0.01% 397
2020
Q3
$9K Buy
+229
New +$9K ﹤0.01% 407