Clearstead Advisors’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
2026 Q1	$1.35K	Hold	18	–	–	﹤0.01%	1988
2025 Q4	$1.18K	Hold	18	–	–	﹤0.01%	2210
2025 Q3	$1.03K	Hold	18	–	–	﹤0.01%	2614
2025 Q2	$694	Sell	18 -31	-63%	-$1.15K	﹤0.01%	2464
2025 Q1	$1.9K	Hold	49	–	–	﹤0.01%	1909
2024 Q4	$1.99K	Hold	49	–	–	﹤0.01%	1842
2024 Q3	$2.13K	Hold	49	–	–	﹤0.01%	1829
2024 Q2	$1.89K	Buy	49 +18	+58%	+$785	﹤0.01%	1821
2024 Q1	$1.39K	Buy	31 +1	+3%	+$45	﹤0.01%	1366
2023 Q4	$1.55K	Sell	30 -30	-50%	-$1.49K	﹤0.01%	1330
2023 Q3	$3.36K	Buy	60 +30	+100%	+$1.83K	﹤0.01%	1319
2023 Q2	$1.97K	Sell	30 -1,229	-98%	-$76.6K	﹤0.01%	1157
2023 Q1	$80K	Buy	1,259 +11	+0.9%	+$710	0.01%	555
2022 Q4	$73.2K	Hold	1,248	–	–	0.01%	560
2022 Q3	$82K	Buy	1,248 +1,218	+4,060%	+$90.4K	0.01%	510
2022 Q2	$2K	Sell	30 -1,983	-99%	-$141K	﹤0.01%	1112
2022 Q1	$155K	Hold	2,013	–	–	0.01%	457
2021 Q4	$170K	Buy	2,013 +737	+58%	+$65.3K	0.01%	425
2021 Q3	$105K	Buy	1,276 +1,256	+6,280%	+$103K	0.01%	473
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	1162
2021 Q1	$1K	Buy	+20	New	+$1.31K	﹤0.01%	1035