Moneta Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,261
| Closed | -$235K | – | 572 |
|
|
2023
Q3 | $235K | Buy |
4,261
+407
| +11% | +$22.5K | 0.01% | 451 |
|
|
2023
Q2 | $251K | Buy |
3,854
+1
| +0% | +$65 | 0.01% | 458 |
|
|
2023
Q1 | $245K | Sell |
3,853
-650
| -14% | -$41.3K | 0.01% | 455 |
|
|
2022
Q4 | $316K | Sell |
4,503
-1,020
| -18% | -$71.6K | 0.01% | 358 |
|
|
2022
Q3 | $365K | Buy |
5,523
+15
| +0.3% | +$991 | 0.01% | 314 |
|
|
2022
Q2 | $400K | Buy |
5,508
+585
| +12% | +$42.5K | 0.01% | 332 |
|
|
2022
Q1 | $379K | Buy |
+4,923
| New | +$379K | 0.01% | 325 |
|