SWA
SOA Wealth Advisors’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
Q1 | – | Sell |
-20
| Closed | -$1.03K | – | 919 |
|
|
2023
Q4 | $1.03K | Buy |
20
+15
| +300% | +$769 | ﹤0.01% | 752 |
|
|
2023
Q3 | $283 | Sell |
5
-5
| -50% | -$283 | ﹤0.01% | 856 |
|
|
2023
Q2 | $657 | Buy |
10
+5
| +100% | +$329 | ﹤0.01% | 813 |
|
|
2023
Q1 | $324 | Sell |
5
-7
| -58% | -$454 | ﹤0.01% | 873 |
|
|
2022
Q4 | $703 | Buy |
+12
| New | +$703 | ﹤0.01% | 825 |
|