Mark Sheptoff Financial Planning’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $404K | Sell |
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|
2022
Q3 | $489K | Buy |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $279K | Hold |
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|
2021
Q3 | $270K | Buy |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $23K | Hold |
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|
2020
Q4 | $25K | Buy |
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