Retirement Planning Company of New England’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 |
-4,842
| Closed | -$211K | – | 237 |
|
|
2024
Q3 | $211K | Buy |
+4,842
| New | +$211K | 0.11% | 214 |
|
|
2024
Q2 | – | Sell |
-4,952
| Closed | -$224K | – | 217 |
|
|
2024
Q1 | $224K | Buy |
4,952
+838
| +20% | +$38K | 0.12% | 200 |
|
|
2023
Q4 | $210K | Buy |
+4,114
| New | +$210K | 0.09% | 211 |
|
|
2023
Q3 | – | Sell |
-3,351
| Closed | -$218K | – | 220 |
|
|
2023
Q2 | $218K | Buy |
3,351
+31
| +0.9% | +$2.02K | 0.13% | 200 |
|
|
2023
Q1 | $211K | Buy |
+3,320
| New | +$211K | 0.13% | 202 |
|
|
2022
Q4 | – | Sell |
-3,270
| Closed | -$216K | – | 218 |
|
|
2022
Q3 | $216K | Buy |
3,270
+28
| +0.9% | +$1.85K | 0.16% | 181 |
|
|
2022
Q2 | $235K | Sell |
3,242
-62
| -2% | -$4.49K | 0.16% | 179 |
|
|
2022
Q1 | $254K | Buy |
3,304
+299
| +10% | +$23K | 0.14% | 191 |
|
|
2021
Q4 | $253K | Buy |
+3,005
| New | +$253K | 0.12% | 183 |
|