Wealthcare Advisory Partners’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
Q4 | – | Sell |
-4,150
| Closed | -$229K | – | 758 |
|
|
2023
Q3 | $229K | Sell |
4,150
-519
| -11% | -$28.6K | 0.01% | 620 |
|
|
2023
Q2 | $304K | Sell |
4,669
-364
| -7% | -$23.7K | 0.01% | 561 |
|
|
2023
Q1 | $320K | Sell |
5,033
-198
| -4% | -$12.6K | 0.01% | 561 |
|
|
2022
Q4 | $307K | Sell |
5,231
-747
| -12% | -$43.8K | 0.01% | 531 |
|
|
2022
Q3 | $395K | Sell |
5,978
-1,535
| -20% | -$101K | 0.02% | 420 |
|
|
2022
Q2 | $546K | Buy |
7,513
+3,918
| +109% | +$285K | 0.03% | 309 |
|
|
2022
Q1 | $277K | Buy |
3,595
+30
| +0.8% | +$2.31K | 0.02% | 441 |
|
|
2021
Q4 | $301K | Buy |
+3,565
| New | +$301K | 0.02% | 444 |
|
|
2021
Q2 | – | Sell |
-1,475
| Closed | -$86K | – | 1281 |
|
|
2021
Q1 | $86K | Buy |
+1,475
| New | +$86K | 0.01% | 715 |
|