Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $401K | Sell |
6,845
-1,213
| -15% | -$71.1K | 0.04% | 414 |
|
|
2022
Q3 | $532K | Sell |
8,058
-716
| -8% | -$47.3K | 0.06% | 329 |
|
|
2022
Q2 | $638K | Buy |
8,774
+613
| +8% | +$44.6K | 0.07% | 306 |
|
|
2022
Q1 | $628K | Buy |
8,161
+2,272
| +39% | +$175K | 0.05% | 352 |
|
|
2021
Q4 | $497K | Buy |
5,889
+704
| +14% | +$59.4K | 0.04% | 450 |
|
|
2021
Q3 | $425K | Buy |
5,185
+1,306
| +34% | +$107K | 0.08% | 266 |
|
|
2021
Q2 | $281K | Buy |
3,879
+29
| +0.8% | +$2.1K | 0.04% | 414 |
|
|
2021
Q1 | $225K | Buy |
+3,850
| New | +$225K | 0.03% | 419 |
|