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

Curi 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
Q3 		– Sell
-40
Closed -$3K – 476
2022
Q2 		$3K Buy
+40
New +$2.84K ﹤0.01% 494

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UBS Group
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PNC Financial Services Group
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Wells Fargo
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GKWIM
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Osaic Holdings
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Curi Wealth Management's LIT Position: Q3 2022 in Review

Curi Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 40 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in LIT in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

  • Curi Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 40 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $3K.
  • Curi Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $3K in Q2 2022.
  • 429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.