Levy Wealth Management Group’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 | – | Sell |
-3,449
| Closed | -$228K | – | 96 |
|
|
2022
Q3 | $228K | Buy |
3,449
+3
| +0.1% | +$198 | 0.1% | 69 |
|
|
2022
Q2 | $250K | Buy |
3,446
+425
| +14% | +$30.8K | 0.11% | 58 |
|
|
2022
Q1 | $233K | Buy |
3,021
+103
| +4% | +$7.94K | 0.1% | 63 |
|
|
2021
Q4 | $246K | Buy |
2,918
+272
| +10% | +$22.9K | 0.11% | 66 |
|
|
2021
Q3 | $217K | Buy |
+2,646
| New | +$217K | 0.12% | 64 |
|