J.W. Cole 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 | $248K | Buy |
+6,448
| New | +$248K | 0.01% | 1244 |
|
|
2023
Q4 | – | Sell |
-4,326
| Closed | -$239K | – | 835 |
|
|
2023
Q3 | $239K | Buy |
4,326
+332
| +8% | +$18.3K | 0.02% | 634 |
|
|
2023
Q2 | $260K | Sell |
3,994
-9
| -0.2% | -$585 | 0.02% | 620 |
|
|
2023
Q1 | $254K | Sell |
4,003
-422
| -10% | -$26.8K | 0.02% | 658 |
|
|
2022
Q4 | $259K | Sell |
4,425
-74
| -2% | -$4.34K | 0.02% | 612 |
|
|
2022
Q3 | $297K | Sell |
4,499
-129
| -3% | -$8.52K | 0.02% | 539 |
|
|
2022
Q2 | $336K | Sell |
4,628
-774
| -14% | -$56.2K | 0.03% | 515 |
|
|
2022
Q1 | $416K | Buy |
+5,402
| New | +$416K | 0.03% | 508 |
|
|
2021
Q3 | – | Sell |
-2,881
| Closed | -$209K | – | 640 |
|
|
2021
Q2 | $209K | Buy |
+2,881
| New | +$209K | 0.02% | 687 |
|
|
2021
Q1 | – | Sell |
-5,947
| Closed | -$368K | – | 688 |
|
|
2020
Q4 | $368K | Buy |
+5,947
| New | +$368K | 0.04% | 416 |
|