Gerber Kawasaki Wealth & Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,980
| Closed | -$261K | – | 294 |
|
|
2024
Q3 | $261K | Sell |
5,980
-5,315
| -47% | -$232K | 0.01% | 247 |
|
|
2024
Q2 | $438K | Sell |
11,295
-18,064
| -62% | -$701K | 0.02% | 184 |
|
|
2024
Q1 | $1.33M | Sell |
29,359
-62,328
| -68% | -$2.82M | 0.07% | 122 |
|
|
2023
Q4 | $4.67M | Sell |
91,687
-256,743
| -74% | -$13.1M | 0.28% | 68 |
|
|
2023
Q3 | $19.2M | Sell |
348,430
-34,182
| -9% | -$1.89M | 1.31% | 21 |
|
|
2023
Q2 | $24.9M | Sell |
382,612
-23,829
| -6% | -$1.55M | 1.67% | 16 |
|
|
2023
Q1 | $25.8M | Sell |
406,441
-8,560
| -2% | -$544K | 2.04% | 12 |
|
|
2022
Q4 | $24.3M | Sell |
415,001
-19,433
| -4% | -$1.14M | 2.16% | 10 |
|
|
2022
Q3 | $28.7M | Buy |
434,434
+4,078
| +0.9% | +$270K | 2.68% | 8 |
|
|
2022
Q2 | $30.9M | Sell |
430,356
-107,720
| -20% | -$7.75M | 2.94% | 7 |
|
|
2022
Q1 | $41.4M | Buy |
538,076
+28,952
| +6% | +$2.23M | 3.38% | 6 |
|
|
2021
Q4 | $43M | Buy |
509,124
+37,195
| +8% | +$3.14M | 3.42% | 6 |
|
|
2021
Q3 | $38.7M | Buy |
471,929
+65,955
| +16% | +$5.41M | 5% | 5 |
|
|
2021
Q2 | $29.4M | Buy |
405,974
+22,111
| +6% | +$1.6M | 3.01% | 6 |
|
|
2021
Q1 | $22.4M | Buy |
383,863
+133,192
| +53% | +$7.79M | 2.7% | 9 |
|
|
2020
Q4 | $15.5M | Buy |
250,671
+244,471
| +3,943% | +$15.1M | 2.15% | 13 |
|
|
2020
Q3 | $248K | Buy |
+6,200
| New | +$248K | 0.05% | 108 |
|