MWA
MFA Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
6,064
+636
| +12% | +$24.4K | 0.05% | 83 |
|
|
2025
Q1 | $211K | Buy |
+5,428
| New | +$211K | 0.05% | 85 |
|
|
2024
Q4 | – | Sell |
-822
| Closed | -$35.8K | – | 250 |
|
|
2024
Q3 | $35.8K | Sell |
822
-41
| -5% | -$1.79K | 0.01% | 204 |
|
|
2024
Q2 | $33.5K | Buy |
+863
| New | +$33.5K | 0.01% | 211 |
|
|
2024
Q1 | – | Sell |
-129,730
| Closed | -$6.61M | – | 95 |
|
|
2023
Q4 | $6.61M | Buy |
129,730
+11,465
| +10% | +$584K | 1.86% | 16 |
|
|
2023
Q3 | $6.52M | Buy |
118,265
+9,447
| +9% | +$521K | 2.03% | 16 |
|
|
2023
Q2 | $7.08M | Buy |
108,818
+5,981
| +6% | +$389K | 2.23% | 17 |
|
|
2023
Q1 | $6.54M | Buy |
102,837
+9,380
| +10% | +$596K | 2.15% | 16 |
|
|
2022
Q4 | $5.48M | Buy |
93,457
+75,735
| +427% | +$4.44M | 1.98% | 16 |
|
|
2022
Q3 | $1.17M | Sell |
17,722
-305
| -2% | -$20.2K | 0.43% | 33 |
|
|
2022
Q2 | $1.31M | Buy |
18,027
+369
| +2% | +$26.8K | 0.48% | 35 |
|
|
2022
Q1 | $1.36M | Sell |
17,658
-87,119
| -83% | -$6.7M | 0.43% | 37 |
|
|
2021
Q4 | $8.85M | Buy |
104,777
+621
| +0.6% | +$52.4K | 3.74% | 11 |
|
|
2021
Q3 | $8.54M | Sell |
104,156
-2,350
| -2% | -$193K | 3.92% | 9 |
|
|
2021
Q2 | $7.72M | Buy |
106,506
+1,917
| +2% | +$139K | 3.48% | 12 |
|
|
2021
Q1 | $6.11M | Sell |
104,589
-11,797
| -10% | -$689K | 2.96% | 13 |
|
|
2020
Q4 | $7.2M | Buy |
116,386
+582
| +0.5% | +$36K | 6.42% | 4 |
|
|
2020
Q3 | $4.64M | Buy |
115,804
+1,426
| +1% | +$57.1K | 4.93% | 10 |
|
|
2020
Q2 | $3.62M | Buy |
114,378
+10,412
| +10% | +$330K | 2.34% | 17 |
|
|
2020
Q1 | $2.26M | Buy |
+103,966
| New | +$2.26M | 2.19% | 15 |
|