Blue Bell Private Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.9K	Hold	39	–	–	﹤0.01%	639
2025 Q4	$2.53K	Hold	39	–	–	﹤0.01%	634
2025 Q3	$2.22K	Buy	39 +28	+255%	+$1.29K	﹤0.01%	635
2025 Q2	$422	Sell	11 -648	-98%	-$23.9K	﹤0.01%	710
2025 Q1	$25.6K	Hold	659	–	–	﹤0.01%	441
2024 Q4	$26.9K	Hold	659	–	–	0.01%	420
2024 Q3	$28.7K	Hold	659	–	–	0.01%	436
2024 Q2	$25.6K	Hold	659	–	–	0.01%	437
2024 Q1	$29.8K	Hold	659	–	–	0.01%	414
2023 Q4	$33.6K	Buy	659 +28	+4%	+$1.39K	0.01%	372
2023 Q3	$34.8K	Sell	631 -28	-4%	-$1.71K	0.01%	297
2023 Q2	$42.8K	Hold	659	–	–	0.01%	271
2023 Q1	$41.9K	Hold	659	–	–	0.01%	243
2022 Q4	$38.6K	Hold	659	–	–	0.01%	237
2022 Q3	$44K	Buy	659 +20	+3%	+$1.49K	0.02%	217
2022 Q2	$46K	Buy	639 +28	+5%	+$1.99K	0.02%	222
2022 Q1	$47K	Hold	611	–	–	0.01%	230
2021 Q4	$52K	Buy	611 +11	+2%	+$975	0.01%	204
2021 Q3	$49K	Hold	600	–	–	0.01%	108
2021 Q2	$43K	Hold	600	–	–	0.01%	113
2021 Q1	$35K	Buy	600 +100	+20%	+$6.53K	0.01%	116
2020 Q4	$30K	Hold	500	–	–	0.01%	114
2020 Q3	$20K	Hold	500	–	–	0.01%	123
2020 Q2	$20K	Hold	500	–	–	0.01%	138
2020 Q1	$11K	Hold	500	–	–	0.01%	141
2019 Q4	$14K	Hold	500	–	–	0.01%	144
2019 Q3	$12K	Hold	500	–	–	0.01%	145
2019 Q2	$13K	Hold	500	–	–	0.01%	141
2019 Q1	$14K	Hold	500	–	–	0.01%	141
2018 Q4	$13K	Hold	500	–	–	0.01%	152
2018 Q3	$16K	Hold	500	–	–	0.01%	150
2018 Q2	$16K	Hold	500	–	–	0.01%	146
2018 Q1	$16K	Hold	500	–	–	0.01%	161
2017 Q4	$19K	Hold	500	–	–	0.01%	156
2017 Q3	$19K	Buy	+500	New	+$16.5K	0.01%	155