Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,091
| Closed | -$943K | – | 111 |
|
|
2023
Q3 | $943K | Buy |
17,091
+488
| +3% | +$26.9K | 0.45% | 72 |
|
|
2023
Q2 | $1.08M | Sell |
16,603
-355
| -2% | -$23.1K | 0.5% | 66 |
|
|
2023
Q1 | $1.08M | Buy |
16,958
+2,467
| +17% | +$157K | 0.51% | 68 |
|
|
2022
Q4 | $849K | Buy |
14,491
+1,418
| +11% | +$83.1K | 0.42% | 79 |
|
|
2022
Q3 | $864K | Buy |
13,073
+884
| +7% | +$58.4K | 0.43% | 71 |
|
|
2022
Q2 | $885K | Buy |
+12,189
| New | +$885K | 0.5% | 68 |
|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 250 |
|
|
2020
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 250 |
|
|
2020
Q1 | $561 | Buy |
+17
| New | +$561 | ﹤0.01% | 284 |
|
|
2019
Q3 | – | Sell |
-17
| Closed | – | – | 271 |
|
|
2019
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 290 |
|
|
2019
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 290 |
|
|
2018
Q4 | $0 | Hold |
17
| – | – | ﹤0.01% | 302 |
|
|
2018
Q3 | $560 | Hold |
17
| – | – | ﹤0.01% | 274 |
|
|
2018
Q2 | $552 | Hold |
17
| – | – | ﹤0.01% | 278 |
|
|
2018
Q1 | $561 | Buy |
+17
| New | +$561 | ﹤0.01% | 284 |
|