Avantax Planning Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-892
Closed -$29K 807
2018
Q3
$29K Buy
+892
New +$28.8K ﹤0.01% 616
2018
Q2
Sell
-892
Closed -$29K 921
2018
Q1
$29K Buy
+892
New +$32.5K ﹤0.01% 659

Other funds holding LIT

Avantax Planning Partners's LIT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2018, closing a stake of 892 shares — an estimated $29K sold.

Avantax Planning Partners first reported a position in LIT in Q1 2018 and held it in 2 quarters. The position peaked at $29K in Q3 2018. 103 funds tracked by Wall St. Rank hold LIT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 892 Global X Lithium & Battery Tech ETF shares in Q4 2018, an estimated $29K.
  • Avantax Planning Partners first reported a position in Global X Lithium & Battery Tech ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Global X Lithium & Battery Tech ETF position peaked at $29K in Q3 2018.
  • 103 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.