IFP Advisors’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
Q2 | $58.8K | Buy |
1,530
+172
| +13% | +$6.61K | ﹤0.01% | 1970 |
|
|
2025
Q1 | $52.7K | Sell |
1,358
-226
| -14% | -$8.77K | ﹤0.01% | 1867 |
|
|
2024
Q4 | $64.6K | Sell |
1,584
-208
| -12% | -$8.48K | ﹤0.01% | 1695 |
|
|
2024
Q3 | $78.1K | Sell |
1,792
-145
| -7% | -$6.32K | ﹤0.01% | 1516 |
|
|
2024
Q2 | $75.2K | Sell |
1,937
-504
| -21% | -$19.6K | ﹤0.01% | 1484 |
|
|
2024
Q1 | $111K | Sell |
2,441
-1,476
| -38% | -$66.8K | ﹤0.01% | 1252 |
|
|
2023
Q4 | $200K | Sell |
3,917
-160
| -4% | -$8.15K | 0.01% | 945 |
|
|
2023
Q3 | $225K | Sell |
4,077
-811
| -17% | -$44.7K | 0.01% | 916 |
|
|
2023
Q2 | $318K | Sell |
4,888
-213
| -4% | -$13.8K | 0.01% | 819 |
|
|
2023
Q1 | $171K | Sell |
5,101
-6,391
| -56% | -$215K | 0.01% | 1007 |
|
|
2022
Q4 | $393K | Sell |
11,492
-232
| -2% | -$7.93K | 0.01% | 1006 |
|
|
2022
Q3 | $400K | Buy |
11,724
+780
| +7% | +$26.6K | 0.01% | 1032 |
|
|
2022
Q2 | $379K | Hold |
10,944
| – | – | 0.01% | 963 |
|
|
2022
Q1 | $379K | Buy |
10,944
+6,067
| +124% | +$210K | 0.01% | 963 |
|
|
2021
Q4 | $413K | Buy |
4,877
+272
| +6% | +$23K | 0.01% | 654 |
|
|
2021
Q3 | $378K | Buy |
4,605
+1,960
| +74% | +$161K | 0.01% | 669 |
|
|
2021
Q2 | $191K | Buy |
2,645
+420
| +19% | +$30.3K | ﹤0.01% | 929 |
|
|
2021
Q1 | $130K | Buy |
2,225
+39
| +2% | +$2.28K | ﹤0.01% | 1043 |
|
|
2020
Q4 | $134K | Buy |
2,186
+571
| +35% | +$35K | 0.01% | 987 |
|
|
2020
Q3 | $65K | Hold |
1,615
| – | – | ﹤0.01% | 1185 |
|
|
2020
Q2 | $51K | Hold |
1,615
| – | – | ﹤0.01% | 1210 |
|
|
2020
Q1 | $36K | Sell |
1,615
-322
| -17% | -$7.18K | ﹤0.01% | 1258 |
|
|
2019
Q4 | $54K | Buy |
1,937
+183
| +10% | +$5.1K | ﹤0.01% | 1221 |
|
|
2019
Q3 | $42K | Buy |
+1,754
| New | +$42K | ﹤0.01% | 1448 |
|
|
2019
Q1 | $54K | Sell |
1,786
-753
| -30% | -$22.8K | 0.01% | 937 |
|
|
2018
Q4 | $68K | Sell |
2,539
-1,025
| -29% | -$27.5K | ﹤0.01% | 1405 |
|
|
2018
Q3 | $117K | Sell |
3,564
-5,932
| -62% | -$195K | ﹤0.01% | 1376 |
|
|
2018
Q2 | $309K | Sell |
9,496
-738
| -7% | -$24K | 0.01% | 863 |
|
|
2018
Q1 | $397K | Hold |
10,234
| – | – | 0.02% | 705 |
|
|
2017
Q4 | $397K | Buy |
10,234
+6,574
| +180% | +$255K | 0.02% | 702 |
|
|
2017
Q3 | $137K | Buy |
3,660
+3,485
| +1,991% | +$130K | 0.01% | 1362 |
|
|
2017
Q2 | $5K | Buy |
+175
| New | +$5K | ﹤0.01% | 3371 |
|
|
2016
Q2 | – | Sell |
-1,786
| Closed | -$54K | – | 4030 |
|
|
2016
Q1 | $54K | Buy |
+1,786
| New | +$54K | 0.01% | 937 |
|