Joel Isaacson & Co’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 |
-7,754
| Closed | -$338K | – | 384 |
|
|
2024
Q3 | $338K | Buy |
7,754
+41
| +0.5% | +$1.79K | 0.02% | 273 |
|
|
2024
Q2 | $299K | Sell |
7,713
-219
| -3% | -$8.5K | 0.02% | 275 |
|
|
2024
Q1 | $359K | Buy |
7,932
+52
| +0.7% | +$2.36K | 0.02% | 252 |
|
|
2023
Q4 | $401K | Sell |
7,880
-202
| -2% | -$10.3K | 0.02% | 215 |
|
|
2023
Q3 | $446K | Sell |
8,082
-259
| -3% | -$14.3K | 0.03% | 196 |
|
|
2023
Q2 | $542K | Buy |
8,341
+300
| +4% | +$19.5K | 0.04% | 182 |
|
|
2023
Q1 | $511K | Buy |
8,041
+57
| +0.7% | +$3.62K | 0.04% | 185 |
|
|
2022
Q4 | $468K | Sell |
7,984
-351
| -4% | -$20.6K | 0.04% | 187 |
|
|
2022
Q3 | $551K | Sell |
8,335
-93
| -1% | -$6.15K | 0.05% | 152 |
|
|
2022
Q2 | $612K | Buy |
8,428
+315
| +4% | +$22.9K | 0.05% | 141 |
|
|
2022
Q1 | $584K | Buy |
8,113
+13
| +0.2% | +$936 | 0.04% | 164 |
|
|
2021
Q4 | $684K | Buy |
+8,100
| New | +$684K | 0.05% | 155 |
|