Heritage Wealth Management (Arizona)’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 | $39.2K | Buy |
668
+34
| +5% | +$1.99K | 0.01% | 544 |
|
|
2022
Q3 | $42K | Hold |
634
| – | – | 0.01% | 420 |
|
|
2022
Q2 | $46K | Hold |
634
| – | – | 0.02% | 436 |
|
|
2022
Q1 | $49K | Buy |
+634
| New | +$49K | 0.01% | 477 |
|
|
2021
Q3 | $52K | Buy |
634
+314
| +98% | +$25.8K | 0.02% | 438 |
|
|
2021
Q2 | $23K | Hold |
320
| – | – | 0.01% | 544 |
|
|
2021
Q1 | $19K | Buy |
+320
| New | +$19K | 0.01% | 495 |
|