Upright Assets Allocation Plus Fund LIT Holdings History
Upright Assets Allocation Plus Fund's Global X Lithium & Battery Tech ETF Holding Summary
As of 2024-12-31, UPRIGHT INVESTMENTS TRUST held 1,000.00 shares of Global X Lithium & Battery Tech ETF(LIT), totaling $40,780.00. This investment constitutes 1.68% of their stock portfolio, and UPRIGHT INVESTMENTS TRUST now holds 0% of the outstanding Global X Lithium & Battery Tech ETF(LIT) stock.
The initial trade took place in 2023Q4. And since then Upright Assets Allocation Plus Fund has made 1 purchases of LIT, at an average price of $49.58, for a total of 1,000.00 shares. Based on historical transaction data and LIT's current price of $38.22, Upright Assets Allocation Plus Fund's estimated gain on his LIT holdings is $-11,360.00, reflecting a -22.91% gain to date.
Upright Assets Allocation Plus Fund LIT ($38.22) Holding Chart
Upright Assets Allocation Plus Fund LIT ($38.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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