Jamison Private Wealth Management’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
2024
Q4
Sell
-323
Closed -$14.1K 352
2024
Q3
$14.1K Buy
323
+2
+0.6% +$87 ﹤0.01% 329
2024
Q2
$12.5K Hold
321
﹤0.01% 313
2024
Q1
$14.5K Buy
321
+2
+0.6% +$91 ﹤0.01% 314
2023
Q4
$16.2K Hold
319
﹤0.01% 283
2023
Q3
$17.6K Buy
+319
New +$17.6K ﹤0.01% 278