Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,215
| Closed | -$63K | – | 1339 |
|
|
2019
Q1 | $63K | Buy |
2,215
+23
| +1% | +$654 | ﹤0.01% | 811 |
|
|
2018
Q4 | $59K | Buy |
2,192
+974
| +80% | +$26.2K | 0.01% | 785 |
|
|
2018
Q3 | $40K | Buy |
1,218
+401
| +49% | +$13.2K | ﹤0.01% | 1044 |
|
|
2018
Q2 | $27K | Sell |
817
-256
| -24% | -$8.46K | ﹤0.01% | 1197 |
|
|
2018
Q1 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1115 |
|
|
2017
Q4 | $42K | Buy |
1,073
+256
| +31% | +$10K | ﹤0.01% | 1077 |
|
|
2017
Q3 | $31K | Buy |
+817
| New | +$31K | ﹤0.01% | 1152 |
|