Wealthspire Advisors (New York)’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 |
-5,673
| Closed | -$289K | – | 659 |
|
|
2023
Q4 | $289K | Buy |
5,673
+100
| +2% | +$5.09K | ﹤0.01% | 533 |
|
|
2023
Q3 | $307K | Sell |
5,573
-792
| -12% | -$43.7K | 0.01% | 480 |
|
|
2023
Q2 | $414K | Sell |
6,365
-3
| -0% | -$195 | 0.01% | 401 |
|
|
2023
Q1 | $405K | Buy |
6,368
+20
| +0.3% | +$1.27K | 0.01% | 388 |
|
|
2022
Q4 | $372K | Sell |
6,348
-140
| -2% | -$8.21K | 0.01% | 417 |
|
|
2022
Q3 | $429K | Buy |
6,488
+346
| +6% | +$22.9K | 0.01% | 365 |
|
|
2022
Q2 | $446K | Sell |
6,142
-309
| -5% | -$22.4K | 0.01% | 334 |
|
|
2022
Q1 | $497K | Buy |
6,451
+1,366
| +27% | +$105K | 0.01% | 274 |
|
|
2021
Q4 | $429K | Sell |
5,085
-257
| -5% | -$21.7K | 0.01% | 350 |
|
|
2021
Q3 | $438K | Buy |
5,342
+462
| +9% | +$37.9K | 0.01% | 381 |
|
|
2021
Q2 | $354K | Buy |
4,880
+374
| +8% | +$27.1K | 0.01% | 270 |
|
|
2021
Q1 | $263K | Buy |
4,506
+737
| +20% | +$43K | 0.01% | 593 |
|
|
2020
Q4 | $233K | Buy |
+3,769
| New | +$233K | 0.01% | 518 |
|