Carson Wealth (CWM LLC)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Sell |
3,948
-1,755
| -31% | -$67.6K | ﹤0.01% | 2399 |
|
|
2025
Q1 | $221K | Sell |
5,703
-854
| -13% | -$33.1K | ﹤0.01% | 1852 |
|
|
2024
Q4 | $267K | Sell |
6,557
-150
| -2% | -$6.11K | ﹤0.01% | 1659 |
|
|
2024
Q3 | $292K | Sell |
6,707
-3,758
| -36% | -$164K | ﹤0.01% | 1552 |
|
|
2024
Q2 | $406K | Sell |
10,465
-1,280
| -11% | -$49.7K | ﹤0.01% | 1274 |
|
|
2024
Q1 | $532K | Sell |
11,745
-510
| -4% | -$23.1K | ﹤0.01% | 1109 |
|
|
2023
Q4 | $624K | Buy |
12,255
+534
| +5% | +$27.2K | ﹤0.01% | 980 |
|
|
2023
Q3 | $647K | Buy |
11,721
+1,795
| +18% | +$99.1K | ﹤0.01% | 895 |
|
|
2023
Q2 | $645K | Buy |
9,926
+1,788
| +22% | +$116K | ﹤0.01% | 857 |
|
|
2023
Q1 | $517K | Buy |
8,138
+1,587
| +24% | +$101K | ﹤0.01% | 880 |
|
|
2022
Q4 | $384K | Buy |
6,551
+228
| +4% | +$13.4K | ﹤0.01% | 886 |
|
|
2022
Q3 | $418K | Sell |
6,323
-542
| -8% | -$35.8K | ﹤0.01% | 804 |
|
|
2022
Q2 | $499K | Buy |
6,865
+741
| +12% | +$53.9K | ﹤0.01% | 732 |
|
|
2022
Q1 | $471K | Buy |
6,124
+588
| +11% | +$45.2K | ﹤0.01% | 746 |
|
|
2021
Q4 | $467K | Buy |
+5,536
| New | +$467K | ﹤0.01% | 749 |
|
|
2021
Q2 | $381K | Hold |
5,255
| – | – | ﹤0.01% | 725 |
|
|
2021
Q1 | $381K | Hold |
5,255
| – | – | ﹤0.01% | 725 |
|
|
2020
Q4 | $381K | Hold |
5,255
| – | – | ﹤0.01% | 725 |
|
|
2020
Q3 | $381K | Hold |
5,255
| – | – | ﹤0.01% | 725 |
|
|
2020
Q2 | $381K | Hold |
5,255
| – | – | ﹤0.01% | 725 |
|
|
2020
Q1 | $381K | Hold |
5,255
| – | – | ﹤0.01% | 725 |
|
|
2019
Q4 | $381K | Hold |
5,255
| – | – | ﹤0.01% | 725 |
|
|
2019
Q3 | $381K | Hold |
5,255
| – | – | ﹤0.01% | 725 |
|
|
2019
Q2 | $381K | Hold |
5,255
| – | – | ﹤0.01% | 725 |
|
|
2019
Q1 | $381K | Buy |
5,255
+3,974
| +310% | +$288K | ﹤0.01% | 725 |
|
|
2018
Q4 | $35K | Buy |
1,281
+834
| +187% | +$22.8K | ﹤0.01% | 970 |
|
|
2018
Q3 | $15K | Buy |
+447
| New | +$15K | ﹤0.01% | 1034 |
|