WR Wealth Planners’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
Q4 | $14.3K | Sell |
350
-650
| -65% | -$26.5K | ﹤0.01% | 539 |
|
|
2024
Q3 | $43.6K | Sell |
1,000
-285
| -22% | -$12.4K | 0.01% | 352 |
|
|
2024
Q2 | $49.9K | Sell |
1,285
-723
| -36% | -$28.1K | 0.02% | 334 |
|
|
2024
Q1 | $90.9K | Sell |
2,008
-10,265
| -84% | -$465K | 0.03% | 264 |
|
|
2023
Q4 | $625K | Sell |
12,273
-2,118
| -15% | -$108K | 0.23% | 76 |
|
|
2023
Q3 | $794K | Buy |
14,391
+503
| +4% | +$27.8K | 0.3% | 52 |
|
|
2023
Q2 | $903K | Buy |
13,888
+140
| +1% | +$9.1K | 0.35% | 50 |
|
|
2023
Q1 | $874K | Sell |
13,748
-280
| -2% | -$17.8K | 0.38% | 45 |
|
|
2022
Q4 | $822K | Sell |
14,028
-112
| -0.8% | -$6.56K | 0.51% | 36 |
|
|
2022
Q3 | $935K | Sell |
14,140
-308
| -2% | -$20.4K | 0.66% | 27 |
|
|
2022
Q2 | $1.05M | Buy |
14,448
+92
| +0.6% | +$6.68K | 0.69% | 26 |
|
|
2022
Q1 | $1.11M | Buy |
+14,356
| New | +$1.11M | 0.66% | 30 |
|