Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95K | Sell |
129
-241
| -65% | -$9.26K | ﹤0.01% | 633 |
|
|
2025
Q1 | $14.4K | Buy |
+370
| New | +$14.4K | ﹤0.01% | 521 |
|
|
2023
Q1 | – | Hold |
0
| – | -$5 | – | 882 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 854 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 987 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1024 |
|
|
2022
Q1 | – | Sell |
-206
| Closed | -$17K | – | 926 |
|
|
2021
Q4 | $17K | Hold |
206
| – | – | ﹤0.01% | 594 |
|
|
2021
Q3 | $17K | Hold |
206
| – | – | ﹤0.01% | 595 |
|
|
2021
Q2 | $15K | Sell |
206
-2,790
| -93% | -$203K | ﹤0.01% | 616 |
|
|
2021
Q1 | $175K | Hold |
2,996
| – | – | 0.05% | 185 |
|
|
2020
Q4 | $185K | Hold |
2,996
| – | – | 0.06% | 181 |
|
|
2020
Q3 | $120K | Buy |
2,996
+2,705
| +930% | +$108K | 0.04% | 215 |
|
|
2020
Q2 | $9K | Buy |
291
+85
| +41% | +$2.63K | ﹤0.01% | 534 |
|
|
2020
Q1 | $4K | Hold |
206
| – | – | ﹤0.01% | 593 |
|
|
2019
Q4 | $6K | Hold |
206
| – | – | ﹤0.01% | 594 |
|
|
2019
Q3 | $5K | Hold |
206
| – | – | ﹤0.01% | 687 |
|
|
2019
Q2 | $5K | Hold |
206
| – | – | ﹤0.01% | 645 |
|
|
2019
Q1 | $6K | Hold |
206
| – | – | ﹤0.01% | 620 |
|
|
2018
Q4 | $6K | Hold |
206
| – | – | ﹤0.01% | 572 |
|
|
2018
Q3 | $7K | Hold |
206
| – | – | ﹤0.01% | 548 |
|
|
2018
Q2 | $7K | Hold |
206
| – | – | ﹤0.01% | 590 |
|
|
2018
Q1 | $7K | Hold |
206
| – | – | ﹤0.01% | 661 |
|
|
2017
Q4 | $8K | Hold |
206
| – | – | ﹤0.01% | 631 |
|
|
2017
Q3 | $8K | Buy |
+206
| New | +$8K | ﹤0.01% | 578 |
|