V 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
Q3 | – | Sell |
-5,479
| Closed | -$356K | – | 253 |
|
|
2023
Q2 | $356K | Sell |
5,479
-1,826
| -25% | -$119K | 0.06% | 253 |
|
|
2023
Q1 | $464K | Buy |
7,305
+129
| +2% | +$8.2K | 0.09% | 202 |
|
|
2022
Q4 | $421K | Sell |
7,176
-1,107
| -13% | -$64.9K | 0.09% | 215 |
|
|
2022
Q3 | $548K | Sell |
8,283
-362
| -4% | -$24K | 0.11% | 181 |
|
|
2022
Q2 | $627K | Sell |
8,645
-26
| -0.3% | -$1.89K | 0.12% | 186 |
|
|
2022
Q1 | $668K | Buy |
8,671
+1,462
| +20% | +$113K | 0.11% | 202 |
|
|
2021
Q4 | $608K | Buy |
7,209
+146
| +2% | +$12.3K | 0.09% | 220 |
|
|
2021
Q3 | $579K | Buy |
7,063
+610
| +9% | +$50K | 0.09% | 238 |
|
|
2021
Q2 | $466K | Buy |
+6,453
| New | +$466K | 0.07% | 287 |
|