Quattro 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,000
| Closed | -$636K | – | 91 |
|
|
2023
Q1 | $636K | Hold |
10,000
| – | – | 0.26% | 55 |
|
|
2022
Q4 | $586K | Hold |
10,000
| – | – | 0.23% | 55 |
|
|
2022
Q3 | $661K | Hold |
10,000
| – | – | 0.26% | 55 |
|
|
2022
Q2 | $726K | Hold |
10,000
| – | – | 0.25% | 51 |
|
|
2022
Q1 | $770K | Hold |
10,000
| – | – | 0.26% | 56 |
|
|
2021
Q4 | $844K | Hold |
10,000
| – | – | 0.3% | 60 |
|
|
2021
Q3 | $889K | Hold |
10,000
| – | – | 0.24% | 65 |
|
|
2021
Q2 | $778K | Hold |
10,000
| – | – | 0.21% | 66 |
|
|
2021
Q1 | $626K | Buy |
+10,000
| New | +$626K | 0.14% | 78 |
|
|
2019
Q3 | – | Sell |
-1,124
| Closed | -$29.4K | – | 78 |
|
|
2019
Q2 | $29.4K | Buy |
+1,124
| New | +$29.4K | 0.01% | 79 |
|
|
2019
Q1 | – | Sell |
-1,124
| Closed | -$31.5K | – | 52 |
|
|
2018
Q4 | $31.5K | Buy |
1,124
+374
| +50% | +$10.5K | 0.01% | 87 |
|
|
2018
Q3 | $24.1K | Buy |
+750
| New | +$24.1K | 0.01% | 73 |
|