Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,169
| Closed | -$285K | – | 993 |
|
|
2023
Q3 | $285K | Sell |
5,169
-1,476
| -22% | -$81.4K | 0.01% | 762 |
|
|
2023
Q2 | $432K | Sell |
6,645
-515
| -7% | -$33.5K | 0.02% | 634 |
|
|
2023
Q1 | $455K | Buy |
7,160
+504
| +8% | +$32K | 0.02% | 605 |
|
|
2022
Q4 | $390K | Sell |
6,656
-1,925
| -22% | -$113K | 0.02% | 587 |
|
|
2022
Q3 | $567K | Sell |
8,581
-50
| -0.6% | -$3.3K | 0.03% | 470 |
|
|
2022
Q2 | $627K | Sell |
8,631
-51
| -0.6% | -$3.71K | 0.03% | 485 |
|
|
2022
Q1 | $668K | Buy |
+8,682
| New | +$668K | 0.03% | 510 |
|