Moran 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
2025
Q2
$540K Buy
14,062
+6,960
+98% +$267K 0.02% 403
2025
Q1
$276K Buy
+7,102
New +$276K 0.01% 405
2023
Q3
Sell
-5,259
Closed -$342K 395
2023
Q2
$342K Sell
5,259
-5,610
-52% -$365K 0.01% 331
2023
Q1
$691K Buy
10,869
+417
+4% +$26.5K 0.03% 279
2022
Q4
$613K Buy
+10,452
New +$613K 0.02% 282