Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-150
| Closed | -$6.14K | – | 1023 |
|
|
2024
Q4 | $6.14K | Hold |
150
| – | – | ﹤0.01% | 825 |
|
|
2024
Q3 | $6.54K | Hold |
150
| – | – | ﹤0.01% | 852 |
|
|
2024
Q2 | $5.86K | Hold |
150
| – | – | ﹤0.01% | 814 |
|
|
2024
Q1 | $6.79K | Sell |
150
-299
| -67% | -$13.5K | ﹤0.01% | 792 |
|
|
2023
Q4 | $23K | Hold |
449
| – | – | ﹤0.01% | 680 |
|
|
2023
Q3 | $24.8K | Sell |
449
-36
| -7% | -$1.99K | ﹤0.01% | 643 |
|
|
2023
Q2 | $31.6K | Hold |
485
| – | – | ﹤0.01% | 619 |
|
|
2023
Q1 | $30.8K | Sell |
485
-74
| -13% | -$4.7K | ﹤0.01% | 616 |
|
|
2022
Q4 | $33.1K | Sell |
559
-283
| -34% | -$16.7K | ﹤0.01% | 606 |
|
|
2022
Q3 | $56K | Hold |
842
| – | – | ﹤0.01% | 518 |
|
|
2022
Q2 | $61K | Hold |
842
| – | – | ﹤0.01% | 504 |
|
|
2022
Q1 | $65K | Buy |
842
+96
| +13% | +$7.41K | ﹤0.01% | 522 |
|
|
2021
Q4 | $63K | Buy |
746
+198
| +36% | +$16.7K | ﹤0.01% | 538 |
|
|
2021
Q3 | $45K | Buy |
548
+170
| +45% | +$14K | ﹤0.01% | 579 |
|
|
2021
Q2 | $27K | Buy |
378
+153
| +68% | +$10.9K | ﹤0.01% | 630 |
|
|
2021
Q1 | $13K | Buy |
225
+110
| +96% | +$6.36K | ﹤0.01% | 712 |
|
|
2020
Q4 | $7K | Buy |
+115
| New | +$7K | ﹤0.01% | 729 |
|