Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-150
| Closed | -$9K | – | 1154 |
|
|
2021
Q1 | $9K | Buy |
150
+130
| +650% | +$7.8K | ﹤0.01% | 1308 |
|
|
2020
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1558 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2023 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$4K | – | 1808 |
|
|
2019
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 1332 |
|
|
2019
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 1239 |
|
|
2019
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 1271 |
|
|
2019
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 1232 |
|
|
2018
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 1137 |
|
|
2018
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 1186 |
|
|
2018
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 1131 |
|
|
2018
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 1138 |
|
|
2017
Q4 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 966 |
|