Mascoma Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-105
| Closed | -$4.08K | – | 476 |
|
|
2024
Q2 | $4.08K | Sell |
105
-50
| -32% | -$1.94K | ﹤0.01% | 425 |
|
|
2024
Q1 | $7.02K | Sell |
155
-145
| -48% | -$6.57K | ﹤0.01% | 354 |
|
|
2023
Q4 | $15.3K | Sell |
300
-118
| -28% | -$6.01K | ﹤0.01% | 290 |
|
|
2023
Q3 | $23.1K | Sell |
418
-295
| -41% | -$16.3K | 0.01% | 261 |
|
|
2023
Q2 | $44.7K | Sell |
713
-250
| -26% | -$15.7K | 0.01% | 199 |
|
|
2023
Q1 | $58K | Buy |
963
+200
| +26% | +$12K | 0.02% | 220 |
|
|
2022
Q4 | $44.7K | Buy |
763
+195
| +34% | +$11.4K | 0.01% | 247 |
|
|
2022
Q3 | $38K | Buy |
568
+18
| +3% | +$1.2K | 0.01% | 268 |
|
|
2022
Q2 | $40K | Buy |
550
+270
| +96% | +$19.6K | 0.01% | 271 |
|
|
2022
Q1 | $22K | Buy |
280
+250
| +833% | +$19.6K | 0.01% | 355 |
|
|
2021
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 486 |
|
|
2021
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 422 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | -$2K | – | 303 |
|
|
2021
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 416 |
|