EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-895
| Closed | -$36.5K | – | 420 |
|
|
2024
Q4 | $36.5K | Hold |
895
| – | – | 0.01% | 313 |
|
|
2024
Q3 | $39K | Buy |
+895
| New | +$39K | 0.01% | 311 |
|
|
2024
Q2 | – | Sell |
-2,330
| Closed | -$106K | – | 318 |
|
|
2024
Q1 | $106K | Sell |
2,330
-114
| -5% | -$5.16K | 0.03% | 276 |
|
|
2023
Q4 | $100K | Buy |
2,444
+18
| +0.7% | +$738 | 0.03% | 264 |
|
|
2023
Q3 | $134K | Buy |
2,426
+8
| +0.3% | +$441 | 0.04% | 253 |
|
|
2023
Q2 | $157K | Buy |
2,418
+800
| +49% | +$52K | 0.05% | 244 |
|
|
2023
Q1 | $103K | Buy |
1,618
+13
| +0.8% | +$826 | 0.03% | 262 |
|
|
2022
Q4 | $94.1K | Sell |
1,605
-711
| -31% | -$41.7K | 0.04% | 236 |
|
|
2022
Q3 | $153K | Buy |
+2,316
| New | +$153K | 0.06% | 213 |
|
|
2022
Q2 | – | Sell |
-3,315
| Closed | -$255K | – | 325 |
|
|
2022
Q1 | $255K | Sell |
3,315
-996
| -23% | -$76.6K | 0.09% | 196 |
|
|
2021
Q4 | $364K | Buy |
4,311
+600
| +16% | +$50.7K | 0.13% | 144 |
|
|
2021
Q3 | $304K | Buy |
3,711
+501
| +16% | +$41K | 0.12% | 156 |
|
|
2021
Q2 | $233K | Sell |
3,210
-600
| -16% | -$43.6K | 0.1% | 183 |
|
|
2021
Q1 | $223K | Buy |
+3,810
| New | +$223K | 0.11% | 169 |
|