Merriman 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-27,103
| Closed | -$2.22M | – | 226 |
|
2021
Q3 | $2.22M | Sell |
27,103
-4,701
| -15% | -$385K | 0.18% | 64 |
|
2021
Q2 | $2.31M | Buy |
+31,804
| New | +$2.31M | 0.2% | 74 |
|
2021
Q1 | – | Sell |
-15,000
| Closed | -$929K | – | 205 |
|
2020
Q4 | $929K | Sell |
15,000
-5,000
| -25% | -$310K | 0.1% | 116 |
|
2020
Q3 | $801K | Buy |
+20,000
| New | +$801K | 0.12% | 92 |
|