Edge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,134
| Closed | -$208K | – | 91 |
|
|
2022
Q3 | $208K | Hold |
3,134
| – | – | 0.05% | 68 |
|
|
2022
Q2 | $228K | Sell |
3,134
-300
| -9% | -$21.8K | 0.05% | 72 |
|
|
2022
Q1 | $264K | Hold |
3,434
| – | – | 0.05% | 70 |
|
|
2021
Q4 | $290K | Hold |
3,434
| – | – | 0.05% | 81 |
|
|
2021
Q3 | $281K | Hold |
3,434
| – | – | 0.05% | 82 |
|
|
2021
Q2 | $248K | Hold |
3,434
| – | – | 0.05% | 86 |
|
|
2021
Q1 | $201K | Buy |
+3,434
| New | +$201K | 0.04% | 94 |
|