Kestra Private Wealth Services’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 |
-4,552
| Closed | -$206K | – | 1380 |
|
|
2024
Q1 | $206K | Buy |
4,552
+207
| +5% | +$9.38K | ﹤0.01% | 1181 |
|
|
2023
Q4 | $221K | Sell |
4,345
-352
| -7% | -$17.9K | 0.01% | 1072 |
|
|
2023
Q3 | $259K | Buy |
4,697
+495
| +12% | +$27.3K | 0.01% | 930 |
|
|
2023
Q2 | $273K | Buy |
+4,202
| New | +$273K | 0.01% | 850 |
|
|
2022
Q3 | – | Sell |
-2,993
| Closed | -$217K | – | 942 |
|
|
2022
Q2 | $217K | Sell |
2,993
-869
| -23% | -$63K | 0.01% | 768 |
|
|
2022
Q1 | $297K | Buy |
3,862
+124
| +3% | +$9.54K | 0.01% | 753 |
|
|
2021
Q4 | $316K | Buy |
+3,738
| New | +$316K | 0.02% | 748 |
|