YHB Investment Advisors’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
Q3 | – | Sell |
-5,360
| Closed | -$349K | – | 278 |
|
|
2023
Q2 | $349K | Sell |
5,360
-524
| -9% | -$34.1K | 0.03% | 215 |
|
|
2023
Q1 | $374K | Buy |
5,884
+583
| +11% | +$37.1K | 0.04% | 211 |
|
|
2022
Q4 | $311K | Sell |
5,301
-100
| -2% | -$5.86K | 0.03% | 219 |
|
|
2022
Q3 | $357K | Buy |
5,401
+360
| +7% | +$23.8K | 0.04% | 207 |
|
|
2022
Q2 | $366K | Buy |
5,041
+20
| +0.4% | +$1.45K | 0.04% | 209 |
|
|
2022
Q1 | $387K | Buy |
5,021
+1,316
| +36% | +$101K | 0.03% | 213 |
|
|
2021
Q4 | $313K | Buy |
+3,705
| New | +$313K | 0.02% | 260 |
|