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