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Leverty Financial Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Leverty Financial Group’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 – 79
2021
Q4 		$8K Buy
+100
New +$8.87K 0.01% 103

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Bank of America
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UBS Group
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Wells Fargo
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GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Leverty Financial Group's LIT Position: Q1 2022 in Review

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

Leverty Financial Group 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.

  • Leverty Financial Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Leverty Financial Group sold 100 Global X Lithium & Battery Tech ETF shares in Q1 2022, an estimated $8K.
  • Leverty Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 1 quarter.
  • Leverty Financial Group'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 Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.