Oxford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,637
| Closed | -$202K | – | 314 |
|
|
2024
Q3 | $202K | Buy |
+4,637
| New | +$202K | 0.01% | 237 |
|
|
2024
Q2 | – | Sell |
-4,637
| Closed | -$210K | – | 327 |
|
|
2024
Q1 | $210K | Hold |
4,637
| – | – | 0.01% | 215 |
|
|
2023
Q4 | $236K | Hold |
4,637
| – | – | 0.02% | 210 |
|
|
2023
Q3 | $256K | Buy |
4,637
+500
| +12% | +$27.6K | 0.02% | 185 |
|
|
2023
Q2 | $269K | Hold |
4,137
| – | – | 0.03% | 192 |
|
|
2023
Q1 | $263K | Sell |
4,137
-891
| -18% | -$56.6K | 0.03% | 164 |
|
|
2022
Q4 | $295K | Buy |
5,028
+891
| +22% | +$52.2K | 0.03% | 158 |
|
|
2022
Q3 | $273K | Hold |
4,137
| – | – | 0.04% | 145 |
|
|
2022
Q2 | $300K | Hold |
4,137
| – | – | 0.04% | 151 |
|
|
2022
Q1 | $318K | Hold |
4,137
| – | – | 0.04% | 153 |
|
|
2021
Q4 | $349K | Buy |
4,137
+2,544
| +160% | +$215K | 0.04% | 152 |
|
|
2021
Q3 | $131K | Buy |
+1,593
| New | +$131K | 0.02% | 188 |
|