Concord Wealth Partners’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	–	Sell	-105	Closed	-$6.81K	–	535
2025 Q4	$6.81K	Hold	105	–	–	﹤0.01%	581
2025 Q3	$5.97K	Hold	105	–	–	﹤0.01%	592
2025 Q2	$4.03K	Hold	105	–	–	﹤0.01%	660
2025 Q1	$4.07K	Buy	+105	New	+$4.3K	﹤0.01%	612
2024 Q1	–	Sell	-130	Closed	-$6.62K	–	884
2023 Q4	$6.62K	Sell	130 -147	-53%	-$7.29K	﹤0.01%	608
2023 Q3	$15.3K	Sell	277 -80	-22%	-$4.89K	﹤0.01%	550
2023 Q2	$23.2K	Hold	357	–	–	0.01%	485
2023 Q1	$22.7K	Hold	357	–	–	0.01%	468
2022 Q4	$20.9K	Buy	+357	New	+$23.9K	0.01%	520
2022 Q3	–	Sell	-357	Closed	-$26K	–	700
2022 Q2	$26K	Hold	357	–	–	0.01%	486
2022 Q1	$27K	Buy	357 +7	+2%	+$536	0.01%	569
2021 Q4	$30K	Buy	+350	New	+$31K	0.01%	558