Valmark Advisers’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 |
-3,958
| Closed | -$257K | – | 479 |
|
|
2023
Q2 | $257K | Sell |
3,958
-123
| -3% | -$8K | 0.01% | 426 |
|
|
2023
Q1 | $259K | Buy |
4,081
+474
| +13% | +$30.1K | 0.01% | 416 |
|
|
2022
Q4 | $211K | Buy |
+3,607
| New | +$211K | ﹤0.01% | 423 |
|
|
2022
Q3 | – | Sell |
-8,582
| Closed | -$623K | – | 421 |
|
|
2022
Q2 | $623K | Sell |
8,582
-466
| -5% | -$33.8K | 0.01% | 261 |
|
|
2022
Q1 | $697K | Buy |
+9,048
| New | +$697K | 0.01% | 258 |
|