Zimmermann Investment Management & Planning’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
Q2 | – | Sell |
-10,292
| Closed | -$466K | – | 141 |
|
|
2024
Q1 | $466K | Sell |
10,292
-62,694
| -86% | -$2.84M | 0.17% | 87 |
|
|
2023
Q4 | $3.72M | Sell |
72,986
-4,973
| -6% | -$253K | 1.52% | 25 |
|
|
2023
Q3 | $4.3M | Buy |
77,959
+3,308
| +4% | +$183K | 2.06% | 15 |
|
|
2023
Q2 | $4.85M | Buy |
74,651
+127
| +0.2% | +$8.26K | 2.26% | 11 |
|
|
2023
Q1 | $4.74M | Sell |
74,524
-3,964
| -5% | -$252K | 2.47% | 10 |
|
|
2022
Q4 | $4.6M | Buy |
78,488
+3,830
| +5% | +$224K | 2.65% | 14 |
|
|
2022
Q3 | $4.93M | Sell |
74,658
-3
| -0% | -$198 | 3.07% | 12 |
|
|
2022
Q2 | $5.42M | Buy |
74,661
+2,638
| +4% | +$192K | 3.72% | 8 |
|
|
2022
Q1 | $5.54M | Buy |
72,023
+1,172
| +2% | +$90.2K | 3.29% | 7 |
|
|
2021
Q4 | $5.98M | Buy |
+70,851
| New | +$5.98M | 3.36% | 6 |
|