Mark Sheptoff Financial Planning’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 |
-4,200
| Closed | -$232K | – | 403 |
|
|
2023
Q3 | $232K | Sell |
4,200
-1,900
| -31% | -$105K | 0.15% | 76 |
|
|
2023
Q2 | $397K | Buy |
6,100
+50
| +0.8% | +$3.25K | 0.23% | 61 |
|
|
2023
Q1 | $384K | Sell |
6,050
-850
| -12% | -$54K | 0.22% | 68 |
|
|
2022
Q4 | $404K | Sell |
6,900
-500
| -7% | -$29.3K | 0.24% | 62 |
|
|
2022
Q3 | $489K | Buy |
7,400
+3,550
| +92% | +$235K | 0.3% | 55 |
|
|
2022
Q2 | $280K | Buy |
3,850
+400
| +12% | +$29.1K | 0.16% | 79 |
|
|
2022
Q1 | $266K | Buy |
3,450
+150
| +5% | +$11.6K | 0.13% | 90 |
|
|
2021
Q4 | $279K | Hold |
3,300
| – | – | 0.13% | 89 |
|
|
2021
Q3 | $270K | Buy |
3,300
+2,900
| +725% | +$237K | 0.15% | 86 |
|
|
2021
Q2 | $29K | Hold |
400
| – | – | 0.02% | 238 |
|
|
2021
Q1 | $23K | Hold |
400
| – | – | 0.01% | 218 |
|
|
2020
Q4 | $25K | Buy |
+400
| New | +$25K | 0.01% | 201 |
|