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HBW
Hazlett, Burt & Watson’s
Global X Lithium & Battery Tech ETF
LIT
Stock Holding History
Hazlett, Burt & Watson’s Portfolio
LIT Stock Details
LIT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$15K
Hold
202
–
–
﹤0.01%
633
2025
Q4
$14K
Hold
202
–
–
﹤0.01%
651
2025
Q3
$11K
Sell
202
-36
-15%
-$1.66K
﹤0.01%
651
2025
Q2
$9K
Sell
238
-268
-53%
-$9.9K
﹤0.01%
603
2025
Q1
$20K
Hold
506
–
–
0.01%
493
2024
Q4
$21K
Sell
506
-194
-28%
-$8.55K
0.01%
464
2024
Q3
$30K
Sell
700
-618
-47%
-$23.5K
0.01%
419
2024
Q2
$52K
Hold
1,318
–
–
0.03%
331
2024
Q1
$60K
Sell
1,318
-244
-16%
-$10.9K
0.04%
309
2023
Q4
$80K
Sell
1,562
-618
-28%
-$30.6K
0.05%
253
2023
Q3
$120K
Buy
2,180
+6
+0.3%
+$367
0.09%
200
2023
Q2
$143K
Hold
2,174
–
–
0.11%
178
2023
Q1
$137K
Buy
2,174
+15
+0.7%
+$968
0.11%
165
2022
Q4
$127K
Hold
2,159
–
–
0.11%
161
2022
Q3
$143K
Sell
2,159
-355
-14%
-$26.4K
0.14%
142
2022
Q2
$183K
Hold
2,514
–
–
0.17%
126
2022
Q1
$193K
Buy
+2,514
New
+$192K
0.15%
138
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1-Year Est. Return
Bank of Montreal
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$269B AUM
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1-Year Est. Return
BNP Paribas Financial Markets
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$206B AUM
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1-Year Est. Return
WH
Whitcomb & Hess
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$463M AUM
23.04%
1-Year Est. Return
BGDI
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$3.01B AUM
27.43%
1-Year Est. Return
Susquehanna International Group
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$893B AUM
36.07%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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