Destination Wealth Management’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	$541K	Sell	7,283 -72	-1%	-$5.15K	0.01%	198
2025 Q4	$477K	Sell	7,355 -166	-2%	-$10.2K	0.01%	202
2025 Q3	$428K	Sell	7,521 -2,028	-21%	-$93.2K	0.01%	192
2025 Q2	$367K	Sell	9,549 -266	-3%	-$9.82K	0.01%	202
2025 Q1	$381K	Buy	9,815 +1,635	+20%	+$67K	0.01%	188
2024 Q4	$334K	Sell	8,180 -404	-5%	-$17.8K	0.01%	191
2024 Q3	$374K	Sell	8,584 -243	-3%	-$9.26K	0.01%	182
2024 Q2	$343K	Sell	8,827 -68,234	-89%	-$2.97M	0.01%	166
2024 Q1	$3.49M	Buy	77,061 +9,519	+14%	+$424K	0.12%	97
2023 Q4	$3.44M	Sell	67,542 -10,408	-13%	-$516K	0.12%	100
2023 Q3	$4.3M	Sell	77,950 -813	-1%	-$49.7K	0.17%	90
2023 Q2	$5.12M	Sell	78,763 -15,788	-17%	-$984K	0.19%	86
2023 Q1	$6.01M	Sell	94,551 -20,519	-18%	-$1.32M	0.23%	85
2022 Q4	$6.74M	Sell	115,070 -11,564	-9%	-$773K	0.27%	82
2022 Q3	$8.37M	Buy	126,634 +10,068	+9%	+$748K	0.35%	72
2022 Q2	$8.46M	Sell	116,566 -5,558	-5%	-$395K	0.34%	70
2022 Q1	$9.4M	Buy	122,124 +4,423	+4%	+$338K	0.35%	70
2021 Q4	$9.94M	Buy	117,701 +112,179	+2,031%	+$9.95M	0.35%	68
2021 Q3	$453K	Hold	5,522	–	–	0.02%	130
2021 Q2	$400K	Buy	5,522 +463	+9%	+$29.8K	0.02%	139
2021 Q1	$296K	Buy	+5,059	New	+$331K	0.01%	154