Sigma Planning Corp’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
Q1 | – | Sell |
-7,081
| Closed | -$289K | – | 1239 |
|
|
2024
Q4 | $289K | Sell |
7,081
-497
| -7% | -$20.3K | 0.01% | 943 |
|
|
2024
Q3 | $330K | Sell |
7,578
-525
| -6% | -$22.9K | 0.01% | 918 |
|
|
2024
Q2 | $314K | Sell |
8,103
-1,131
| -12% | -$43.9K | 0.01% | 907 |
|
|
2024
Q1 | $418K | Buy |
9,234
+2,120
| +30% | +$96K | 0.01% | 837 |
|
|
2023
Q4 | $362K | Sell |
7,114
-4,260
| -37% | -$217K | 0.03% | 572 |
|
|
2023
Q3 | $628K | Sell |
11,374
-4,805
| -30% | -$265K | 0.02% | 613 |
|
|
2023
Q2 | $1.05M | Sell |
16,179
-1,549
| -9% | -$101K | 0.04% | 436 |
|
|
2023
Q1 | $1.13M | Sell |
17,728
-75
| -0.4% | -$4.77K | 0.04% | 456 |
|
|
2022
Q4 | $1.04M | Sell |
17,803
-1,108
| -6% | -$64.9K | 0.04% | 463 |
|
|
2022
Q3 | $1.25M | Buy |
18,911
+656
| +4% | +$43.4K | 0.05% | 377 |
|
|
2022
Q2 | $1.33M | Buy |
18,255
+2,352
| +15% | +$171K | 0.05% | 371 |
|
|
2022
Q1 | $1.22M | Sell |
15,903
-1,817
| -10% | -$140K | 0.04% | 458 |
|
|
2021
Q4 | $1.5M | Buy |
17,720
+3,584
| +25% | +$303K | 0.04% | 396 |
|
|
2021
Q3 | $1.16M | Sell |
14,136
-5,478
| -28% | -$449K | 0.03% | 490 |
|
|
2021
Q2 | $1.42M | Buy |
19,614
+12,115
| +162% | +$878K | 0.04% | 428 |
|
|
2021
Q1 | $438K | Sell |
7,499
-4,760
| -39% | -$278K | 0.01% | 806 |
|
|
2020
Q4 | $759K | Buy |
+12,259
| New | +$759K | 0.03% | 527 |
|
|
2018
Q2 | – | Sell |
-6,930
| Closed | -$229K | – | 922 |
|
|
2018
Q1 | $229K | Buy |
6,930
+343
| +5% | +$11.3K | 0.02% | 719 |
|
|
2017
Q4 | $255K | Buy |
+6,587
| New | +$255K | 0.02% | 670 |
|