Bourgeon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-306
| Closed | -$15.6K | – | 248 |
|
|
2023
Q4 | $15.6K | Hold |
306
| – | – | ﹤0.01% | 218 |
|
|
2023
Q3 | $16.9K | Buy |
306
+1
| +0.3% | +$55 | ﹤0.01% | 206 |
|
|
2023
Q2 | $19.8K | Hold |
305
| – | – | ﹤0.01% | 212 |
|
|
2023
Q1 | $19.4K | Buy |
305
+2
| +0.7% | +$127 | ﹤0.01% | 196 |
|
|
2022
Q4 | $17.7K | Hold |
303
| – | – | ﹤0.01% | 207 |
|
|
2022
Q3 | $20K | Buy |
303
+1
| +0.3% | +$66 | 0.01% | 177 |
|
|
2022
Q2 | $22K | Hold |
302
| – | – | 0.01% | 177 |
|
|
2022
Q1 | $23K | Buy |
+302
| New | +$23K | 0.01% | 181 |
|