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Castle Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-49
Closed -$3K – 388
2022
Q3 		$3K Hold
49
– – ﹤0.01% 541
2022
Q2 		$4K Buy
+49
New +$3.48K ﹤0.01% 508

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Bank of America
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Castle Wealth Management's LIT Position: Q4 2022 in Review

Castle Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 49 shares — an estimated $3K sold.

Castle Wealth Management first reported a position in LIT in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

  • Castle Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 49 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $3K.
  • Castle Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $4K in Q2 2022.
  • 414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.