OCPWS
One Charles Private Wealth Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,864
| Closed | -$226K | – | 120 |
|
|
2022
Q4 | $226K | Sell |
3,864
-1,509
| -28% | -$88.4K | 0.15% | 105 |
|
|
2022
Q3 | $355K | Buy |
5,373
+208
| +4% | +$13.7K | 0.24% | 73 |
|
|
2022
Q2 | $362K | Buy |
5,165
+802
| +18% | +$56.2K | 0.24% | 73 |
|
|
2022
Q1 | $336K | Buy |
4,363
+818
| +23% | +$63K | 0.21% | 80 |
|
|
2021
Q4 | $299K | Buy |
3,545
+112
| +3% | +$9.45K | 0.17% | 92 |
|
|
2021
Q3 | $281K | Buy |
3,433
+142
| +4% | +$11.6K | 0.16% | 89 |
|
|
2021
Q2 | $238K | Buy |
+3,291
| New | +$238K | 0.16% | 99 |
|