Steward Partners Investment Advisory’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
Q2 | $574K | Buy |
14,957
+8,412
| +129% | +$323K | ﹤0.01% | 1235 |
|
|
2025
Q1 | $254K | Sell |
6,545
-1,670
| -20% | -$64.8K | ﹤0.01% | 1534 |
|
|
2024
Q4 | $335K | Sell |
8,215
-961
| -10% | -$39.2K | ﹤0.01% | 1344 |
|
|
2024
Q3 | $400K | Sell |
9,176
-932
| -9% | -$40.6K | ﹤0.01% | 1202 |
|
|
2024
Q2 | $392K | Sell |
10,108
-11,033
| -52% | -$428K | ﹤0.01% | 1171 |
|
|
2024
Q1 | $957K | Sell |
21,141
-10,245
| -33% | -$464K | 0.01% | 808 |
|
|
2023
Q4 | $1.6M | Sell |
31,386
-4,045
| -11% | -$206K | 0.02% | 568 |
|
|
2023
Q3 | $1.95M | Sell |
35,431
-15,930
| -31% | -$879K | 0.03% | 478 |
|
|
2023
Q2 | $3.34M | Buy |
51,361
+25,804
| +101% | +$1.68M | 0.05% | 346 |
|
|
2023
Q1 | $1.62M | Buy |
25,557
+1,426
| +6% | +$90.6K | 0.03% | 527 |
|
|
2022
Q4 | $1.41M | Buy |
24,131
+2,501
| +12% | +$147K | 0.02% | 547 |
|
|
2022
Q3 | $1.43M | Sell |
21,630
-1,291
| -6% | -$85.4K | 0.03% | 528 |
|
|
2022
Q2 | $1.67M | Sell |
22,921
-9,945
| -30% | -$722K | 0.03% | 487 |
|
|
2022
Q1 | $2.53M | Buy |
32,866
+655
| +2% | +$50.4K | 0.04% | 407 |
|
|
2021
Q4 | $2.72M | Sell |
32,211
-299
| -0.9% | -$25.2K | 0.04% | 404 |
|
|
2021
Q3 | $2.67M | Buy |
32,510
+3,710
| +13% | +$304K | 0.05% | 385 |
|
|
2021
Q2 | $2.09M | Buy |
28,800
+5,286
| +22% | +$383K | 0.04% | 438 |
|
|
2021
Q1 | $1.37M | Buy |
23,514
+20,101
| +589% | +$1.18M | 0.02% | 538 |
|
|
2020
Q4 | $211K | Buy |
3,413
+1,315
| +63% | +$81.3K | ﹤0.01% | 1051 |
|
|
2020
Q3 | $84K | Buy |
2,098
+6
| +0.3% | +$240 | ﹤0.01% | 1284 |
|
|
2020
Q2 | $66K | Buy |
2,092
+1
| +0% | +$32 | ﹤0.01% | 1304 |
|
|
2020
Q1 | $45K | Sell |
2,091
-438
| -17% | -$9.43K | ﹤0.01% | 1304 |
|
|
2019
Q4 | $69K | Sell |
2,529
-189
| -7% | -$5.16K | ﹤0.01% | 1268 |
|
|
2019
Q3 | $66K | Buy |
2,718
+11
| +0.4% | +$267 | ﹤0.01% | 1242 |
|
|
2019
Q2 | $70K | Buy |
+2,707
| New | +$70K | ﹤0.01% | 1202 |
|
|
2018
Q4 | – | Sell |
-800
| Closed | -$26K | – | 1547 |
|
|
2018
Q3 | $26K | Buy |
+800
| New | +$26K | ﹤0.01% | 1444 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$3K | – | 2504 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1923 |
|
|
2017
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1634 |
|