OneDigital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,584
| Closed | -$237K | – | 836 |
|
|
2022
Q3 | $237K | Buy |
3,584
+437
| +14% | +$28.9K | 0.01% | 660 |
|
|
2022
Q2 | $229K | Sell |
3,147
-16
| -0.5% | -$1.16K | 0.01% | 618 |
|
|
2022
Q1 | $244K | Buy |
3,163
+301
| +11% | +$23.2K | 0.01% | 646 |
|
|
2021
Q4 | $242K | Buy |
+2,862
| New | +$242K | 0.01% | 647 |
|
|
2019
Q3 | – | Sell |
-1,984
| Closed | -$52K | – | 860 |
|
|
2019
Q2 | $52K | Hold |
1,984
| – | – | ﹤0.01% | 564 |
|
|
2019
Q1 | $56K | Buy |
1,984
+9
| +0.5% | +$254 | 0.01% | 476 |
|
|
2018
Q4 | $53K | Hold |
1,975
| – | – | 0.01% | 445 |
|
|
2018
Q3 | $65K | Hold |
1,975
| – | – | 0.02% | 350 |
|
|
2018
Q2 | $64K | Hold |
1,975
| – | – | 0.01% | 435 |
|
|
2018
Q1 | $65K | Buy |
1,975
+375
| +23% | +$12.3K | 0.01% | 451 |
|
|
2017
Q4 | $62K | Hold |
1,600
| – | – | 0.01% | 448 |
|
|
2017
Q3 | $60K | Hold |
1,600
| – | – | 0.02% | 340 |
|
|
2017
Q2 | $46K | Buy |
+1,600
| New | +$46K | 0.01% | 497 |
|