Perennial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,905
| Closed | -$222K | – | 369 |
|
|
2024
Q1 | $222K | Sell |
4,905
-1,412
| -22% | -$63.9K | 0.03% | 301 |
|
|
2023
Q4 | $322K | Sell |
6,317
-817
| -11% | -$41.6K | 0.05% | 230 |
|
|
2023
Q3 | $394K | Sell |
7,134
-127
| -2% | -$7.01K | 0.07% | 194 |
|
|
2023
Q2 | $472K | Sell |
7,261
-19
| -0.3% | -$1.24K | 0.08% | 180 |
|
|
2023
Q1 | $463K | Buy |
7,280
+1,325
| +22% | +$84.2K | 0.09% | 183 |
|
|
2022
Q4 | $349K | Sell |
5,955
-615
| -9% | -$36K | 0.14% | 133 |
|
|
2022
Q3 | $434K | Buy |
6,570
+599
| +10% | +$39.6K | 0.2% | 99 |
|
|
2022
Q2 | $432K | Buy |
5,971
+1,185
| +25% | +$85.7K | 0.17% | 114 |
|
|
2022
Q1 | $368K | Buy |
+4,786
| New | +$368K | 0.12% | 142 |
|