Cape Investment Advisory’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 | $23.2K | Sell |
605
-143
| -19% | -$5.5K | 0.01% | 477 |
|
|
2025
Q1 | $29K | Sell |
748
-46
| -6% | -$1.79K | 0.01% | 417 |
|
|
2024
Q4 | $32.4K | Sell |
794
-179
| -18% | -$7.3K | 0.01% | 408 |
|
|
2024
Q3 | $42.4K | Sell |
973
-253
| -21% | -$11K | 0.02% | 341 |
|
|
2024
Q2 | $47.6K | Sell |
1,226
-101
| -8% | -$3.92K | 0.02% | 300 |
|
|
2024
Q1 | $60.1K | Sell |
1,327
-518
| -28% | -$23.5K | 0.03% | 287 |
|
|
2023
Q4 | $94K | Sell |
1,845
-847
| -31% | -$43.1K | 0.05% | 244 |
|
|
2023
Q3 | $148K | Sell |
2,692
-55
| -2% | -$3.03K | 0.08% | 170 |
|
|
2023
Q2 | $179K | Buy |
2,747
+25
| +0.9% | +$1.63K | 0.1% | 142 |
|
|
2023
Q1 | $173K | Buy |
+2,722
| New | +$173K | 0.11% | 137 |
|