Cherry Tree 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
2025
Q2
$5.11K Buy
133
+3
+2% +$115 ﹤0.01% 474
2025
Q1
$5.04K Buy
130
+18
+16% +$698 ﹤0.01% 527
2024
Q4
$4.57K Hold
112
﹤0.01% 484
2024
Q3
$4.88K Hold
112
﹤0.01% 484
2024
Q2
$4.35K Hold
112
﹤0.01% 472
2024
Q1
$5.07K Buy
112
+6
+6% +$272 ﹤0.01% 438
2023
Q4
$5.4K Buy
106
+11
+12% +$560 ﹤0.01% 424
2023
Q3
$5.24K Buy
95
+15
+19% +$828 ﹤0.01% 398
2023
Q2
$5.2K Buy
+80
New +$5.2K ﹤0.01% 394