Cassady Schiller Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-64
| Closed | -$2.48K | – | 474 |
|
2024
Q2 | $2.48K | Hold |
64
| – | – | ﹤0.01% | 386 |
|
2024
Q1 | $2.9K | Hold |
64
| – | – | ﹤0.01% | 405 |
|
2023
Q4 | $3.26K | Hold |
64
| – | – | ﹤0.01% | 376 |
|
2023
Q3 | $3.53K | Hold |
64
| – | – | ﹤0.01% | 389 |
|
2023
Q2 | $4.16K | Hold |
64
| – | – | ﹤0.01% | 394 |
|
2023
Q1 | $4.07K | Hold |
64
| – | – | ﹤0.01% | 369 |
|
2022
Q4 | $3.75K | Buy |
+64
| New | +$3.75K | ﹤0.01% | 383 |
|
2022
Q1 | – | Sell |
-64
| Closed | -$5K | – | 375 |
|
2021
Q4 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 353 |
|