Milestone Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-460
| Closed | -$20.8K | – | 136 |
|
|
2024
Q1 | $20.8K | Buy |
460
+3
| +0.7% | +$136 | 0.01% | 107 |
|
|
2023
Q4 | $23.3K | Hold |
457
| – | – | 0.01% | 102 |
|
|
2023
Q3 | $25.2K | Buy |
457
+2
| +0.4% | +$110 | 0.01% | 245 |
|
|
2023
Q2 | $29.6K | Hold |
455
| – | – | 0.01% | 93 |
|
|
2023
Q1 | $28.9K | Buy |
455
+4
| +0.9% | +$254 | 0.01% | 247 |
|
|
2022
Q4 | $26.5K | Buy |
+451
| New | +$26.5K | 0.01% | 95 |
|