RDFA
Ritter Daniher Financial Advisory’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88K | Hold |
75
| – | – | ﹤0.01% | 300 |
|
|
2025
Q1 | $2.91K | Sell |
75
-162
| -68% | -$6.29K | ﹤0.01% | 279 |
|
|
2024
Q4 | $9.67K | Hold |
237
| – | – | ﹤0.01% | 241 |
|
|
2024
Q3 | $10.3K | Sell |
237
-3,000
| -93% | -$131K | ﹤0.01% | 234 |
|
|
2024
Q2 | $126K | Sell |
3,237
-48
| -1% | -$1.86K | 0.04% | 100 |
|
|
2024
Q1 | $149K | Hold |
3,285
| – | – | 0.05% | 92 |
|
|
2023
Q4 | $167K | Sell |
3,285
-1,000
| -23% | -$50.9K | 0.06% | 80 |
|
|
2023
Q3 | $236K | Hold |
4,285
| – | – | 0.1% | 63 |
|
|
2023
Q2 | $279K | Buy |
4,285
+162
| +4% | +$10.5K | 0.12% | 58 |
|
|
2023
Q1 | $262K | Hold |
4,123
| – | – | 0.12% | 58 |
|
|
2022
Q4 | $242K | Hold |
4,123
| – | – | 0.12% | 65 |
|
|
2022
Q3 | $272K | Hold |
4,123
| – | – | 0.19% | 55 |
|
|
2022
Q2 | $299K | Hold |
4,123
| – | – | 0.21% | 51 |
|
|
2022
Q1 | $317K | Hold |
4,123
| – | – | 0.22% | 43 |
|
|
2021
Q4 | $348K | Hold |
4,123
| – | – | 0.23% | 41 |
|
|
2021
Q3 | $338K | Hold |
4,123
| – | – | 0.25% | 41 |
|
|
2021
Q2 | $299K | Buy |
4,123
+1,000
| +32% | +$72.5K | 0.22% | 43 |
|
|
2021
Q1 | $183K | Buy |
+3,123
| New | +$183K | 0.15% | 56 |
|