RWB
RMR Wealth Builders’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,308
| Closed | -$406K | – | 264 |
|
|
2024
Q3 | $406K | Sell |
9,308
-329
| -3% | -$14.3K | 0.04% | 177 |
|
|
2024
Q2 | $374K | Buy |
9,637
+48
| +0.5% | +$1.86K | 0.04% | 178 |
|
|
2024
Q1 | $434K | Sell |
9,589
-83
| -0.9% | -$3.76K | 0.05% | 164 |
|
|
2023
Q4 | $493K | Sell |
9,672
-2,608
| -21% | -$133K | 0.07% | 145 |
|
|
2023
Q3 | $677K | Sell |
12,280
-309
| -2% | -$17K | 0.11% | 100 |
|
|
2023
Q2 | $821K | Buy |
12,589
+197
| +2% | +$12.9K | 0.14% | 76 |
|
|
2023
Q1 | $788K | Buy |
12,392
+220
| +2% | +$14K | 0.15% | 75 |
|
|
2022
Q4 | $720K | Sell |
12,172
-78
| -0.6% | -$4.61K | 0.16% | 73 |
|
|
2022
Q3 | $810K | Buy |
12,250
+73
| +0.6% | +$4.83K | 0.2% | 59 |
|
|
2022
Q2 | $885K | Buy |
12,177
+31
| +0.3% | +$2.25K | 0.22% | 66 |
|
|
2022
Q1 | $935K | Buy |
12,146
+2,006
| +20% | +$154K | 0.2% | 72 |
|
|
2021
Q4 | $858K | Buy |
10,140
+2,200
| +28% | +$186K | 0.25% | 42 |
|
|
2021
Q3 | $651K | Buy |
7,940
+991
| +14% | +$81.3K | 0.19% | 82 |
|
|
2021
Q2 | $504K | Buy |
6,949
+45
| +0.7% | +$3.26K | 0.17% | 93 |
|
|
2021
Q1 | $404K | Buy |
+6,904
| New | +$404K | 0.11% | 116 |
|