Cedar Brook Financial Partners’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
2022
Q4
Sell
-3,078
Closed -$203K 381
2022
Q3
$203K Buy
3,078
+68
+2% +$4.49K 0.07% 326
2022
Q2
$219K Sell
3,010
-63
-2% -$4.58K 0.07% 305
2022
Q1
$237K Buy
3,073
+95
+3% +$7.33K 0.06% 321
2021
Q4
$251K Buy
+2,978
New +$251K 0.06% 316