Carmel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-28,600
| Closed | -$1.58M | – | 32 |
|
|
2023
Q3 | $1.58M | Sell |
28,600
-400
| -1% | -$22.1K | 0.89% | 25 |
|
|
2023
Q2 | $1.89M | Buy |
29,000
+500
| +2% | +$32.5K | 0.98% | 26 |
|
|
2023
Q1 | $1.81M | Sell |
28,500
-300
| -1% | -$19.1K | 1.04% | 26 |
|
|
2022
Q4 | $1.69M | Sell |
28,800
-500
| -2% | -$29.3K | 1.04% | 28 |
|
|
2022
Q3 | $1.94M | Buy |
29,300
+2,700
| +10% | +$178K | 1.26% | 27 |
|
|
2022
Q2 | $1.93M | Buy |
+26,600
| New | +$1.93M | 1.2% | 26 |
|