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Carolinas Wealth Consulting’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Carolinas Wealth Consulting’s Portfolio LIT Stock Details LIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-208
Closed -$8.06K – 1078
2024
Q2 		$8.06K Hold
208
– – ﹤0.01% 588
2024
Q1 		$9.41K Buy
+208
New +$9.27K ﹤0.01% 567

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LPL Financial
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Jane Street
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WH
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carolinas Wealth Consulting's LIT Position: Q3 2024 in Review

Carolinas Wealth Consulting sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 208 shares — an estimated $8.06K sold.

Carolinas Wealth Consulting first reported a position in LIT in Q1 2024 and held it in 2 quarters. The position peaked at $9.41K in Q1 2024. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

  • Carolinas Wealth Consulting reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 208 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $8.06K.
  • Carolinas Wealth Consulting first reported a position in Global X Lithium & Battery Tech ETF in Q1 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Global X Lithium & Battery Tech ETF position peaked at $9.41K in Q1 2024.
  • 276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2024, filed 12 Nov 2024.