Integrated Wealth Concepts’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
$228K Sell
5,949
-133
-2% -$5.11K ﹤0.01% 1694
2025
Q1
$236K Sell
6,082
-799
-12% -$31K ﹤0.01% 1539
2024
Q4
$281K Sell
6,881
-2,160
-24% -$88.1K ﹤0.01% 1405
2024
Q3
$394K Sell
9,041
-5,491
-38% -$239K ﹤0.01% 1194
2024
Q2
$564K Sell
14,532
-4,469
-24% -$173K 0.01% 995
2024
Q1
$861K Sell
19,001
-19,651
-51% -$890K 0.01% 822
2023
Q4
$1.97M Sell
38,652
-10,218
-21% -$521K 0.03% 489
2023
Q3
$2.7M Sell
48,870
-143
-0.3% -$7.89K 0.05% 356
2023
Q2
$3.19M Buy
49,013
+5,643
+13% +$367K 0.05% 322
2023
Q1
$2.76M Buy
43,370
+10,201
+31% +$648K 0.06% 311
2022
Q4
$1.94M Buy
33,169
+1,036
+3% +$60.7K 0.05% 322
2022
Q3
$2.12M Buy
32,133
+106
+0.3% +$7.01K 0.07% 267
2022
Q2
$2.33M Sell
32,027
-153
-0.5% -$11.1K 0.07% 249
2022
Q1
$2.48M Buy
32,180
+15,208
+90% +$1.17M 0.08% 217
2021
Q4
$1.43M Buy
16,972
+5,664
+50% +$478K 0.04% 326
2021
Q3
$927K Buy
11,308
+938
+9% +$76.9K 0.03% 407
2021
Q2
$751K Buy
10,370
+6,246
+151% +$452K 0.03% 433
2021
Q1
$241K Buy
+4,124
New +$241K 0.01% 643