Key Financial Inc’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$74.5K	Sell	1,002 -307	-23%	-$22K	0.01%	458
2025 Q4	$84.9K	Buy	1,309 +1,002	+326%	+$61.8K	0.02%	423
2025 Q3	$17.7K	Buy	307 +1	+0.3%	+$46	﹤0.01%	737
2025 Q2	$11.8K	Hold	306	–	–	﹤0.01%	813
2025 Q1	$11.9K	Buy	306 +1	+0.3%	+$41	﹤0.01%	780
2024 Q4	$12.4K	Hold	305	–	–	﹤0.01%	771
2024 Q3	$13.3K	Buy	305 +2	+0.7%	+$76	﹤0.01%	728
2024 Q2	$11.8K	Hold	303	–	–	﹤0.01%	738
2024 Q1	$13.7K	Buy	303 +2	+0.7%	+$89	﹤0.01%	684
2023 Q4	$15.3K	Hold	301	–	–	﹤0.01%	643
2023 Q3	$16.6K	Buy	301 +1	+0.3%	+$61	0.01%	608
2023 Q2	$19.5K	Hold	300	–	–	0.01%	582
2023 Q1	$19.1K	Buy	+300	New	+$19.4K	0.01%	553