CWA
Core Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-747
| Closed | -$33.8K | – | 154 |
|
|
2024
Q1 | $33.8K | Hold |
747
| – | – | 0.01% | 118 |
|
|
2023
Q4 | $38.1K | Hold |
747
| – | – | 0.01% | 103 |
|
|
2023
Q3 | $41.2K | Hold |
747
| – | – | 0.02% | 85 |
|
|
2023
Q2 | $48.6K | Hold |
747
| – | – | 0.02% | 82 |
|
|
2023
Q1 | $47.5K | Hold |
747
| – | – | 0.02% | 81 |
|
|
2022
Q4 | $43.8K | Hold |
747
| – | – | 0.02% | 86 |
|
|
2022
Q3 | $49K | Hold |
747
| – | – | 0.03% | 67 |
|
|
2022
Q2 | $54K | Hold |
747
| – | – | 0.03% | 67 |
|
|
2022
Q1 | $58K | Sell |
747
-544
| -42% | -$42.2K | 0.03% | 69 |
|
|
2021
Q4 | $109K | Sell |
1,291
-103
| -7% | -$8.7K | 0.07% | 57 |
|
|
2021
Q3 | $114K | Hold |
1,394
| – | – | 0.08% | 60 |
|
|
2021
Q2 | $101K | Sell |
1,394
-1,905
| -58% | -$138K | 0.07% | 54 |
|
|
2021
Q1 | $193K | Buy |
3,299
+1,905
| +137% | +$111K | 0.17% | 31 |
|
|
2020
Q4 | $86K | Hold |
1,394
| – | – | 0.08% | 38 |
|
|
2020
Q3 | $56K | Hold |
1,394
| – | – | 0.05% | 49 |
|
|
2020
Q2 | $44K | Buy |
1,394
+1,080
| +344% | +$34.1K | 0.04% | 57 |
|
|
2020
Q1 | $7K | Hold |
314
| – | – | 0.01% | 93 |
|
|
2019
Q4 | $9K | Buy |
+314
| New | +$9K | 0.01% | 90 |
|