U.S. Capital Wealth 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
Q4 | – | Sell |
-10,846
| Closed | -$598K | – | 683 |
|
|
2023
Q3 | $598K | Sell |
10,846
-13
| -0.1% | -$717 | 0.03% | 399 |
|
|
2023
Q2 | $706K | Buy |
+10,859
| New | +$706K | 0.03% | 382 |
|
|
2023
Q1 | – | Sell |
-30
| Closed | -$1.76K | – | 1129 |
|
|
2022
Q4 | $1.76K | Buy |
+30
| New | +$1.76K | ﹤0.01% | 1499 |
|
|
2022
Q1 | – | Sell |
-3,230
| Closed | -$273K | – | 733 |
|
|
2021
Q4 | $273K | Buy |
+3,230
| New | +$273K | 0.01% | 614 |
|