Wambolt & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,743
| Closed | -$343K | – | 236 |
|
|
2023
Q4 | $343K | Buy |
6,743
+1,470
| +28% | +$74.9K | 0.11% | 191 |
|
|
2023
Q3 | $286K | Buy |
5,273
+190
| +4% | +$10.3K | 0.1% | 204 |
|
|
2023
Q2 | $330K | Buy |
5,083
+536
| +12% | +$34.9K | 0.12% | 195 |
|
|
2023
Q1 | $288K | Buy |
4,547
+117
| +3% | +$7.41K | 0.1% | 214 |
|
|
2022
Q4 | $260K | Buy |
4,430
+230
| +5% | +$13.5K | 0.1% | 204 |
|
|
2022
Q3 | $278K | Buy |
4,200
+159
| +4% | +$10.5K | 0.12% | 192 |
|
|
2022
Q2 | $293K | Buy |
4,041
+114
| +3% | +$8.27K | 0.12% | 189 |
|
|
2022
Q1 | $307K | Buy |
3,927
+1,298
| +49% | +$101K | 0.11% | 196 |
|
|
2021
Q4 | $222K | Buy |
+2,629
| New | +$222K | 0.08% | 230 |
|