Triton Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,833
| Closed | -$234K | – | 79 |
|
2023
Q4 | $234K | Sell |
4,833
-284
| -6% | -$13.8K | 0.15% | 62 |
|
2023
Q3 | $252K | Sell |
5,117
-1,193
| -19% | -$58.8K | 0.17% | 60 |
|
2023
Q2 | $401K | Sell |
6,310
-167
| -3% | -$10.6K | 0.23% | 46 |
|
2023
Q1 | $415K | Sell |
6,477
-250
| -4% | -$16K | 0.25% | 40 |
|
2022
Q4 | $436K | Sell |
6,727
-272
| -4% | -$17.6K | 0.27% | 38 |
|
2022
Q3 | $489K | Sell |
6,999
-68
| -1% | -$4.75K | 0.29% | 33 |
|
2022
Q2 | $534K | Sell |
7,067
-20,747
| -75% | -$1.57M | 0.38% | 37 |
|
2022
Q1 | $2.16M | Hold |
27,814
| – | – | 1.12% | 13 |
|
2021
Q4 | $2.16M | Buy |
27,814
+158
| +0.6% | +$12.3K | 1.12% | 13 |
|
2021
Q3 | $2.45M | Buy |
27,656
+468
| +2% | +$41.4K | 1.17% | 14 |
|
2021
Q2 | $2.36M | Buy |
27,188
+971
| +4% | +$84.1K | 1.35% | 14 |
|
2021
Q1 | $1.59M | Sell |
26,217
-2,424
| -8% | -$147K | 1.08% | 13 |
|
2020
Q4 | $2.04M | Buy |
+28,641
| New | +$2.04M | 1.3% | 12 |
|