Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $426K | Buy |
7,717
+1,622
| +27% | +$89.5K | ﹤0.01% | 1114 |
|
|
2023
Q2 | $396K | Hold |
6,095
| – | – | 0.01% | 847 |
|
|
2023
Q1 | $387K | Buy |
+6,095
| New | +$387K | 0.01% | 798 |
|
|
2022
Q4 | – | Sell |
-12,430
| Closed | -$822K | – | 1530 |
|
|
2022
Q3 | $822K | Buy |
12,430
+6,067
| +95% | +$401K | 0.01% | 843 |
|
|
2022
Q2 | $462K | Buy |
6,363
+2,588
| +69% | +$188K | 0.01% | 611 |
|
|
2022
Q1 | $290K | Buy |
3,775
+441
| +13% | +$33.9K | 0.01% | 765 |
|
|
2021
Q4 | $281K | Hold |
3,334
| – | – | 0.01% | 735 |
|
|
2021
Q3 | $273K | Buy |
3,334
+2
| +0.1% | +$164 | 0.01% | 705 |
|
|
2021
Q2 | $241K | Buy |
+3,332
| New | +$241K | 0.01% | 712 |
|