Concord Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03K | Hold |
105
| – | – | ﹤0.01% | 660 |
|
|
2025
Q1 | $4.07K | Buy |
+105
| New | +$4.07K | ﹤0.01% | 611 |
|
|
2024
Q1 | – | Sell |
-130
| Closed | -$6.62K | – | 885 |
|
|
2023
Q4 | $6.62K | Sell |
130
-147
| -53% | -$7.49K | ﹤0.01% | 608 |
|
|
2023
Q3 | $15.3K | Sell |
277
-80
| -22% | -$4.41K | ﹤0.01% | 550 |
|
|
2023
Q2 | $23.2K | Hold |
357
| – | – | 0.01% | 485 |
|
|
2023
Q1 | $22.7K | Hold |
357
| – | – | 0.01% | 469 |
|
|
2022
Q4 | $20.9K | Buy |
+357
| New | +$20.9K | 0.01% | 520 |
|
|
2022
Q3 | – | Sell |
-357
| Closed | -$26K | – | 701 |
|
|
2022
Q2 | $26K | Hold |
357
| – | – | 0.01% | 486 |
|
|
2022
Q1 | $27K | Buy |
357
+7
| +2% | +$529 | 0.01% | 569 |
|
|
2021
Q4 | $30K | Buy |
+350
| New | +$30K | 0.01% | 558 |
|