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Confluence Wealth Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-100
Closed -$8K – 752
2021
Q4 		$8K Buy
+100
New +$8.87K ﹤0.01% 971

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Confluence Wealth Services's LIT Position: Q1 2022 in Review

Confluence Wealth Services sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2022, closing a stake of 100 shares — an estimated $8K sold.

Confluence Wealth Services first reported a position in LIT in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 451 funds tracked by Wall St. Rank hold LIT as of Q1 2022.

  • Confluence Wealth Services reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 100 Global X Lithium & Battery Tech ETF shares in Q1 2022, an estimated $8K.
  • Confluence Wealth Services first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Global X Lithium & Battery Tech ETF position peaked at $8K in Q4 2021.
  • 451 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.