JPLA
Joseph P. Lucia & Associates’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,170
| Closed | -$263K | – | 125 |
|
|
2023
Q4 | $263K | Sell |
5,170
-540
| -9% | -$27.5K | 0.16% | 96 |
|
|
2023
Q3 | $315K | Sell |
5,710
-1,009
| -15% | -$55.7K | 0.22% | 88 |
|
|
2023
Q2 | $437K | Sell |
6,719
-934
| -12% | -$60.7K | 0.29% | 73 |
|
|
2023
Q1 | $486K | Sell |
7,653
-1,308
| -15% | -$83.1K | 0.34% | 69 |
|
|
2022
Q4 | $525K | Sell |
8,961
-984
| -10% | -$57.7K | 0.39% | 63 |
|
|
2022
Q3 | $657K | Buy |
9,945
+27
| +0.3% | +$1.78K | 0.52% | 50 |
|
|
2022
Q2 | $720K | Sell |
9,918
-480
| -5% | -$34.8K | 0.51% | 50 |
|
|
2022
Q1 | $800K | Buy |
10,398
+3,250
| +45% | +$250K | 0.49% | 52 |
|
|
2021
Q4 | $604K | Buy |
7,148
+5,384
| +305% | +$455K | 0.38% | 62 |
|
|
2021
Q3 | $145K | Buy |
1,764
+864
| +96% | +$71K | 0.09% | 141 |
|
|
2021
Q2 | $65K | Hold |
900
| – | – | 0.04% | 202 |
|
|
2021
Q1 | $53K | Sell |
900
-28
| -3% | -$1.65K | 0.02% | 203 |
|
|
2020
Q4 | $57K | Buy |
+928
| New | +$57K | 0.04% | 178 |
|
|
2020
Q3 | – | Sell |
-1,900
| Closed | -$60K | – | 295 |
|
|
2020
Q2 | $60K | Hold |
1,900
| – | – | 0.05% | 160 |
|
|
2020
Q1 | $41K | Sell |
1,900
-163
| -8% | -$3.52K | 0.05% | 170 |
|
|
2019
Q4 | $56K | Sell |
2,063
-275
| -12% | -$7.47K | 0.05% | 166 |
|
|
2019
Q3 | $57K | Hold |
2,338
| – | – | 0.06% | 160 |
|
|
2019
Q2 | $61K | Buy |
+2,338
| New | +$61K | 0.06% | 153 |
|