SIAP
Sterling Investment Advisors (Pennsylvania)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,450
| Closed | -$224K | – | 145 |
|
|
2023
Q2 | $224K | Buy |
+3,450
| New | +$224K | 0.07% | 124 |
|
|
2022
Q4 | – | Sell |
-3,450
| Closed | -$228K | – | 143 |
|
|
2022
Q3 | $228K | Hold |
3,450
| – | – | 0.09% | 130 |
|
|
2022
Q2 | $251K | Buy |
3,450
+925
| +37% | +$67.3K | 0.09% | 123 |
|
|
2022
Q1 | $194K | Hold |
2,525
| – | – | 0.06% | 143 |
|
|
2021
Q4 | $213K | Buy |
2,525
+600
| +31% | +$50.6K | 0.06% | 144 |
|
|
2021
Q3 | $158K | Hold |
1,925
| – | – | 0.05% | 161 |
|
|
2021
Q2 | $139K | Hold |
1,925
| – | – | 0.04% | 173 |
|
|
2021
Q1 | $113K | Hold |
1,925
| – | – | 0.04% | 177 |
|
|
2020
Q4 | $119K | Hold |
1,925
| – | – | 0.04% | 164 |
|
|
2020
Q3 | $77K | Hold |
1,925
| – | – | 0.03% | 185 |
|
|
2020
Q2 | $60K | Hold |
1,925
| – | – | 0.02% | 196 |
|
|
2020
Q1 | $41K | Buy |
1,925
+775
| +67% | +$16.5K | 0.02% | 201 |
|
|
2019
Q4 | $31K | Hold |
1,150
| – | – | 0.01% | 255 |
|
|
2019
Q3 | $28K | Buy |
+1,150
| New | +$28K | 0.01% | 262 |
|
|
2019
Q2 | – | Sell |
-1,150
| Closed | -$33K | – | 430 |
|
|
2019
Q1 | $33K | Hold |
1,150
| – | – | 0.02% | 248 |
|
|
2018
Q4 | $31K | Sell |
1,150
-800
| -41% | -$21.6K | 0.02% | 243 |
|
|
2018
Q3 | $64K | Sell |
1,950
-2,000
| -51% | -$65.6K | 0.03% | 198 |
|
|
2018
Q2 | $128K | Sell |
3,950
-400
| -9% | -$13K | 0.08% | 130 |
|
|
2018
Q1 | $143K | Buy |
+4,350
| New | +$143K | 0.09% | 117 |
|