Creative Planning’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 | $325K | Sell |
8,454
-5,369
| -39% | -$206K | ﹤0.01% | 2826 |
|
|
2025
Q1 | $536K | Sell |
13,823
-1,142
| -8% | -$44.3K | ﹤0.01% | 2215 |
|
|
2024
Q4 | $610K | Sell |
14,965
-1,110
| -7% | -$45.3K | ﹤0.01% | 2043 |
|
|
2024
Q3 | $701K | Sell |
16,075
-1,752
| -10% | -$76.4K | ﹤0.01% | 1811 |
|
|
2024
Q2 | $692K | Sell |
17,827
-7,407
| -29% | -$287K | ﹤0.01% | 1675 |
|
|
2024
Q1 | $1.14M | Buy |
25,234
+3,273
| +15% | +$148K | ﹤0.01% | 1247 |
|
|
2023
Q4 | $1.12M | Sell |
21,961
-5,515
| -20% | -$281K | ﹤0.01% | 1169 |
|
|
2023
Q3 | $1.52M | Sell |
27,476
-2,444
| -8% | -$135K | ﹤0.01% | 973 |
|
|
2023
Q2 | $1.95M | Sell |
29,920
-1,580
| -5% | -$103K | ﹤0.01% | 825 |
|
|
2023
Q1 | $2M | Sell |
31,500
-1,637
| -5% | -$104K | ﹤0.01% | 771 |
|
|
2022
Q4 | $1.94M | Sell |
33,137
-503
| -1% | -$29.5K | ﹤0.01% | 757 |
|
|
2022
Q3 | $2.22M | Buy |
33,640
+1,981
| +6% | +$131K | ﹤0.01% | 669 |
|
|
2022
Q2 | $2.3M | Buy |
31,659
+1,152
| +4% | +$83.7K | ﹤0.01% | 669 |
|
|
2022
Q1 | $2.35M | Sell |
30,507
-2,773
| -8% | -$214K | ﹤0.01% | 666 |
|
|
2021
Q4 | $2.81M | Buy |
33,280
+4,352
| +15% | +$367K | ﹤0.01% | 588 |
|
|
2021
Q3 | $2.37M | Sell |
28,928
-804
| -3% | -$65.9K | ﹤0.01% | 636 |
|
|
2021
Q2 | $2.16M | Buy |
29,732
+4,131
| +16% | +$299K | ﹤0.01% | 651 |
|
|
2021
Q1 | $1.5M | Buy |
25,601
+8,901
| +53% | +$520K | ﹤0.01% | 829 |
|
|
2020
Q4 | $1.03M | Buy |
16,700
+9,565
| +134% | +$592K | ﹤0.01% | 921 |
|
|
2020
Q3 | $286K | Buy |
+7,135
| New | +$286K | ﹤0.01% | 1422 |
|
|
2018
Q4 | – | Sell |
-13,520
| Closed | -$445K | – | 1869 |
|
|
2018
Q3 | $445K | Sell |
13,520
-1,092
| -7% | -$35.9K | ﹤0.01% | 1141 |
|
|
2018
Q2 | $475K | Sell |
14,612
-1,018
| -7% | -$33.1K | ﹤0.01% | 1090 |
|
|
2018
Q1 | $515K | Sell |
15,630
-1,369
| -8% | -$45.1K | ﹤0.01% | 1058 |
|
|
2017
Q4 | $659K | Buy |
+16,999
| New | +$659K | ﹤0.01% | 911 |
|
|
2017
Q3 | – | Sell |
-900
| Closed | -$26K | – | 2832 |
|
|
2017
Q2 | $26K | Buy |
900
+500
| +125% | +$14.4K | ﹤0.01% | 2963 |
|
|
2017
Q1 | $11K | Hold |
400
| – | – | ﹤0.01% | 3485 |
|
|
2016
Q4 | $10K | Sell |
400
-800
| -67% | -$20K | ﹤0.01% | 3499 |
|
|
2016
Q3 | $30K | Buy |
1,200
+500
| +71% | +$12.5K | ﹤0.01% | 2708 |
|
|
2016
Q2 | $17K | Buy |
+700
| New | +$17K | ﹤0.01% | 2875 |
|