Legend Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.28K | Buy |
+216
| New | +$8.28K | 0.01% | 122 |
|
|
2025
Q1 | – | Sell |
-444
| Closed | -$18.1K | – | 150 |
|
|
2024
Q4 | $18.1K | Buy |
444
+228
| +106% | +$9.29K | 0.01% | 88 |
|
|
2024
Q3 | $9.4K | Sell |
216
-228
| -51% | -$9.92K | 0.01% | 105 |
|
|
2024
Q2 | $17.2K | Buy |
444
+228
| +106% | +$8.84K | 0.01% | 111 |
|
|
2024
Q1 | $9.77K | Buy |
216
+105
| +95% | +$4.75K | 0.01% | 136 |
|
|
2023
Q4 | $5.65K | Sell |
111
-4,130
| -97% | -$210K | ﹤0.01% | 147 |
|
|
2023
Q3 | $234K | Sell |
4,241
-105
| -2% | -$5.79K | 0.2% | 36 |
|
|
2023
Q2 | $283K | Sell |
4,346
-2,635
| -38% | -$171K | 0.24% | 35 |
|
|
2023
Q1 | $444K | Sell |
6,981
-975
| -12% | -$62K | 0.37% | 32 |
|
|
2022
Q4 | $466K | Sell |
7,956
-98,850
| -93% | -$5.79M | 0.41% | 30 |
|
|
2022
Q3 | $7.06M | Sell |
106,806
-1,575
| -1% | -$104K | 6.63% | 4 |
|
|
2022
Q2 | $7.87M | Buy |
108,381
+95,091
| +716% | +$6.9M | 8.13% | 3 |
|
|
2022
Q1 | $1.09M | Sell |
13,290
-99,320
| -88% | -$8.14M | 0.69% | 17 |
|
|
2021
Q4 | $9.51M | Buy |
112,610
+99,320
| +747% | +$8.39M | 6.63% | 6 |
|
|
2021
Q3 | $1.09M | Buy |
13,290
+1,957
| +17% | +$160K | 0.69% | 17 |
|
|
2021
Q2 | $821K | Buy |
+11,333
| New | +$821K | 0.53% | 19 |
|