Mayflower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,801
| Closed | -$210K | – | 354 |
|
|
2023
Q3 | $210K | Sell |
3,801
-9,833
| -72% | -$542K | 0.03% | 311 |
|
|
2023
Q2 | $886K | Sell |
13,634
-2,959
| -18% | -$192K | 0.11% | 143 |
|
|
2023
Q1 | $1.05M | Buy |
16,593
+8,051
| +94% | +$512K | 0.14% | 125 |
|
|
2022
Q4 | $501K | Sell |
8,542
-180
| -2% | -$10.6K | 0.07% | 195 |
|
|
2022
Q3 | $576K | Sell |
8,722
-181
| -2% | -$12K | 0.09% | 160 |
|
|
2022
Q2 | $647K | Sell |
8,903
-456
| -5% | -$33.1K | 0.1% | 155 |
|
|
2022
Q1 | $720K | Buy |
9,359
+348
| +4% | +$26.8K | 0.1% | 150 |
|
|
2021
Q4 | $761K | Buy |
9,011
+652
| +8% | +$55.1K | 0.1% | 142 |
|
|
2021
Q3 | $741K | Sell |
8,359
-38
| -0.5% | -$3.37K | 0.1% | 140 |
|
|
2021
Q2 | $608K | Sell |
8,397
-169
| -2% | -$12.2K | 0.08% | 148 |
|
|
2021
Q1 | $501K | Buy |
8,566
+4,310
| +101% | +$252K | 0.07% | 162 |
|
|
2020
Q4 | $263K | Buy |
+4,256
| New | +$263K | 0.05% | 221 |
|