Destiny 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
2023
Q4
Sell
-41,510
Closed -$2.29M 169
2023
Q3
$2.29M Buy
41,510
+665
+2% +$36.7K 0.46% 60
2023
Q2
$2.66M Buy
40,845
+1,821
+5% +$119K 0.51% 57
2023
Q1
$2.48M Buy
39,024
+3,444
+10% +$219K 0.51% 53
2022
Q4
$2.09M Sell
35,580
-1,976
-5% -$116K 0.45% 54
2022
Q3
$2.48M Buy
37,556
+1,035
+3% +$68.4K 0.56% 54
2022
Q2
$2.65M Buy
36,521
+1,930
+6% +$140K 0.58% 51
2022
Q1
$2.66M Buy
34,591
+535
+2% +$41.2K 0.52% 52
2021
Q4
$2.88M Buy
34,056
+849
+3% +$71.7K 0.55% 51
2021
Q3
$2.72M Buy
33,207
+1,079
+3% +$88.4K 0.55% 52
2021
Q2
$2.33M Buy
32,128
+13,263
+70% +$961K 0.45% 61
2021
Q1
$1.1M Buy
18,865
+18,506
+5,155% +$1.08M 0.23% 76
2020
Q4
$22K Buy
+359
New +$22K ﹤0.01% 358