Waldron Private Wealth’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
2018
Q2
Sell
-7,066
Closed -$233K 184
2018
Q1
$233K Buy
7,066
+400
+6% +$13.2K 0.05% 147
2017
Q4
$258K Hold
6,666
0.06% 140
2017
Q3
$249K Buy
+6,666
New +$249K 0.07% 125