Carson Wealth (CWM LLC)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $251K | Buy |
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|
2025
Q2 | $152K | Sell |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $292K | Sell |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $624K | Buy |
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|
2023
Q3 | $647K | Buy |
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|
2023
Q2 | $645K | Buy |
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|
2023
Q1 | $517K | Buy |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $418K | Sell |
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|
2022
Q2 | $499K | Buy |
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|
2022
Q1 | $471K | Buy |
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|
2021
Q4 | $467K | Buy |
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|
2021
Q2 | $381K | Hold |
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|
2021
Q1 | $381K | Hold |
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|
2020
Q4 | $381K | Hold |
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|
2020
Q3 | $381K | Hold |
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|
2020
Q2 | $381K | Hold |
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|
2020
Q1 | $381K | Hold |
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|
2019
Q4 | $381K | Hold |
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|
2019
Q3 | $381K | Hold |
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|
2019
Q2 | $381K | Hold |
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|
2019
Q1 | $381K | Buy |
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|
2018
Q4 | $35K | Buy |
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|
2018
Q3 | $15K | Buy |
|