JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-300
| Closed | -$13.6K | – | 2021 |
|
|
2024
Q1 | $13.6K | Buy |
+300
| New | +$13.6K | ﹤0.01% | 719 |
|
|
2021
Q2 | – | Sell |
-10
| Closed | -$1K | – | 618 |
|
|
2021
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 569 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$4K | – | 604 |
|
|
2020
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 461 |
|
|
2020
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 464 |
|