Gladstone Institutional Advisory’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
Q2 | – | Sell |
-3,437
| Closed | -$218K | – | 676 |
|
|
2023
Q1 | $218K | Sell |
3,437
-403
| -10% | -$25.6K | 0.01% | 595 |
|
|
2022
Q4 | $225K | Sell |
3,840
-206
| -5% | -$12.1K | 0.02% | 571 |
|
|
2022
Q3 | $267K | Buy |
4,046
+624
| +18% | +$41.2K | 0.02% | 525 |
|
|
2022
Q2 | $249K | Buy |
3,422
+819
| +31% | +$59.6K | 0.02% | 552 |
|
|
2022
Q1 | $200K | Sell |
2,603
-2,857
| -52% | -$220K | 0.01% | 671 |
|
|
2021
Q4 | $461K | Buy |
5,460
+493
| +10% | +$41.6K | 0.04% | 398 |
|
|
2021
Q3 | $407K | Buy |
4,967
+961
| +24% | +$78.7K | 0.04% | 374 |
|
|
2021
Q2 | $290K | Buy |
+4,006
| New | +$290K | 0.03% | 410 |
|