Soltis Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,159
| Closed | -$205K | – | 271 |
|
|
2023
Q2 | $205K | Hold |
3,159
| – | – | 0.02% | 247 |
|
|
2023
Q1 | $201K | Buy |
+3,159
| New | +$201K | 0.03% | 247 |
|
|
2022
Q4 | – | Sell |
-3,157
| Closed | -$209K | – | 257 |
|
|
2022
Q3 | $209K | Sell |
3,157
-258
| -8% | -$17.1K | 0.03% | 214 |
|
|
2022
Q2 | $248K | Buy |
3,415
+213
| +7% | +$15.5K | 0.04% | 207 |
|
|
2022
Q1 | $247K | Sell |
3,202
-16,253
| -84% | -$1.25M | 0.03% | 219 |
|
|
2021
Q4 | $1.64M | Buy |
19,455
+3,439
| +21% | +$290K | 0.23% | 98 |
|
|
2021
Q3 | $1.31M | Buy |
16,016
+775
| +5% | +$63.5K | 0.2% | 103 |
|
|
2021
Q2 | $1.1M | Buy |
15,241
+4,026
| +36% | +$292K | 0.18% | 111 |
|
|
2021
Q1 | $656K | Buy |
+11,215
| New | +$656K | 0.12% | 129 |
|