United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,665
| Closed | -$242K | – | 1085 |
|
|
2022
Q3 | $242K | Sell |
3,665
-1,689
| -32% | -$112K | ﹤0.01% | 966 |
|
|
2022
Q2 | $389K | Buy |
5,354
+77
| +1% | +$5.6K | ﹤0.01% | 863 |
|
|
2022
Q1 | $406K | Sell |
5,277
-386
| -7% | -$29.7K | ﹤0.01% | 894 |
|
|
2021
Q4 | $478K | Buy |
5,663
+710
| +14% | +$59.9K | ﹤0.01% | 870 |
|
|
2021
Q3 | $406K | Buy |
4,953
+1,024
| +26% | +$83.9K | ﹤0.01% | 917 |
|
|
2021
Q2 | $285K | Sell |
3,929
-598
| -13% | -$43.4K | ﹤0.01% | 1033 |
|
|
2021
Q1 | $265K | Buy |
+4,527
| New | +$265K | ﹤0.01% | 1019 |
|
|
2016
Q3 | – | Sell |
-754,367
| Closed | -$18.9M | – | 1292 |
|
|
2016
Q2 | $18.9M | Buy |
+754,367
| New | +$18.9M | 0.19% | 112 |
|