IFP Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $82K | Hold |
1,103
| – | – | ﹤0.01% | 1974 |
|
|
2025
Q4 | $71.5K | Sell |
1,103
-172
| -13% | -$10.6K | ﹤0.01% | 1994 |
|
|
2025
Q3 | $72.5K | Sell |
1,275
-255
| -17% | -$11.7K | ﹤0.01% | 1874 |
|
|
2025
Q2 | $58.8K | Buy |
1,530
+172
| +13% | +$6.35K | ﹤0.01% | 1970 |
|
|
2025
Q1 | $52.7K | Sell |
1,358
-226
| -14% | -$9.27K | ﹤0.01% | 1867 |
|
|
2024
Q4 | $64.6K | Sell |
1,584
-208
| -12% | -$9.17K | ﹤0.01% | 1695 |
|
|
2024
Q3 | $78.1K | Sell |
1,792
-145
| -7% | -$5.52K | ﹤0.01% | 1516 |
|
|
2024
Q2 | $75.2K | Sell |
1,937
-504
| -21% | -$22K | ﹤0.01% | 1484 |
|
|
2024
Q1 | $111K | Sell |
2,441
-1,476
| -38% | -$65.8K | ﹤0.01% | 1252 |
|
|
2023
Q4 | $200K | Sell |
3,917
-160
| -4% | -$7.93K | 0.01% | 945 |
|
|
2023
Q3 | $225K | Sell |
4,077
-811
| -17% | -$49.6K | 0.01% | 916 |
|
|
2023
Q2 | $318K | Sell |
4,888
-213
| -4% | -$13.3K | 0.01% | 819 |
|
|
2023
Q1 | $171K | Sell |
5,101
-6,391
| -56% | -$412K | 0.01% | 1007 |
|
|
2022
Q4 | $393K | Sell |
11,492
-232
| -2% | -$15.5K | 0.01% | 1006 |
|
|
2022
Q3 | $400K | Buy |
11,724
+780
| +7% | +$57.9K | 0.01% | 1031 |
|
|
2022
Q2 | $379K | Hold |
10,944
| – | – | 0.01% | 962 |
|
|
2022
Q1 | $379K | Buy |
10,944
+6,067
| +124% | +$464K | 0.01% | 962 |
|
|
2021
Q4 | $413K | Buy |
4,877
+272
| +6% | +$24.1K | 0.01% | 662 |
|
|
2021
Q3 | $378K | Buy |
4,605
+1,960
| +74% | +$161K | 0.01% | 694 |
|
|
2021
Q2 | $191K | Buy |
2,645
+420
| +19% | +$27K | ﹤0.01% | 929 |
|
|
2021
Q1 | $130K | Buy |
2,225
+39
| +2% | +$2.55K | ﹤0.01% | 1043 |
|
|
2020
Q4 | $134K | Buy |
2,186
+571
| +35% | +$28.3K | 0.01% | 987 |
|
|
2020
Q3 | $65K | Hold |
1,615
| – | – | ﹤0.01% | 1186 |
|
|
2020
Q2 | $51K | Hold |
1,615
| – | – | ﹤0.01% | 1211 |
|
|
2020
Q1 | $36K | Sell |
1,615
-322
| -17% | -$8.91K | ﹤0.01% | 1261 |
|
|
2019
Q4 | $54K | Buy |
1,937
+183
| +10% | +$4.67K | ﹤0.01% | 1221 |
|
|
2019
Q3 | $42K | Buy |
+1,754
| New | +$43.5K | ﹤0.01% | 1448 |
|
|
2019
Q1 | $54K | Sell |
1,786
-753
| -30% | -$21.5K | 0.01% | 937 |
|
|
2018
Q4 | $68K | Sell |
2,539
-1,025
| -29% | -$31.2K | ﹤0.01% | 1416 |
|
|
2018
Q3 | $117K | Sell |
3,564
-5,932
| -62% | -$192K | ﹤0.01% | 1383 |
|
|
2018
Q2 | $309K | Sell |
9,496
-738
| -7% | -$24.7K | 0.01% | 865 |
|
|
2018
Q1 | $397K | Hold |
10,234
| – | – | 0.02% | 705 |
|
|
2017
Q4 | $397K | Buy |
10,234
+6,574
| +180% | +$259K | 0.02% | 705 |
|
|
2017
Q3 | $137K | Buy |
3,660
+3,485
| +1,991% | +$115K | 0.01% | 1369 |
|
|
2017
Q2 | $5K | Buy |
+175
| New | +$5.09K | ﹤0.01% | 3405 |
|
|
2016
Q2 | – | Sell |
-1,786
| Closed | -$54K | – | 3958 |
|
|
2016
Q1 | $54K | Buy |
+1,786
| New | +$34.2K | 0.01% | 937 |
|
Other funds holding LIT
SPIA
WH
BGDI
