NWM
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Napa Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Napa Wealth Management’s Portfolio LIT Stock Details LIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,421
Closed -$200K – 121
2024
Q1 		$200K Sell
4,421
-255
-5% -$11.5K 0.11% 69
2023
Q4 		$238K Buy
+4,676
New +$238K 0.13% 99