Buckingham Strategic Wealth’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 | – | Sell |
-4,439
| Closed | -$245K | – | 731 |
|
2023
Q3 | $245K | Buy |
4,439
+189
| +4% | +$10.4K | ﹤0.01% | 579 |
|
2023
Q2 | $276K | Buy |
4,250
+513
| +14% | +$33.4K | ﹤0.01% | 549 |
|
2023
Q1 | $219K | Hold |
3,737
| – | – | ﹤0.01% | 548 |
|
2022
Q4 | $219K | Sell |
3,737
-98
| -3% | -$5.74K | ﹤0.01% | 550 |
|
2022
Q3 | $253K | Buy |
3,835
+71
| +2% | +$4.68K | 0.01% | 504 |
|
2022
Q2 | $273K | Buy |
3,764
+37
| +1% | +$2.68K | 0.01% | 488 |
|
2022
Q1 | $287K | Buy |
3,727
+882
| +31% | +$67.9K | 0.01% | 481 |
|
2021
Q4 | $240K | Buy |
2,845
+204
| +8% | +$17.2K | ﹤0.01% | 529 |
|
2021
Q3 | $216K | Buy |
+2,641
| New | +$216K | ﹤0.01% | 550 |
|