Mark Sheptoff Financial Planning’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Mark Sheptoff Financial Planning’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
2023 Q4	–	Sell	-4,200	Closed	-$232K	–	403
2023 Q3	$232K	Sell	4,200 -1,900	-31%	-$116K	0.15%	76
2023 Q2	$397K	Buy	6,100 +50	+0.8%	+$3.12K	0.23%	61
2023 Q1	$384K	Sell	6,050 -850	-12%	-$54.8K	0.22%	68
2022 Q4	$404K	Sell	6,900 -500	-7%	-$33.4K	0.24%	62
2022 Q3	$489K	Buy	7,400 +3,550	+92%	+$264K	0.3%	55
2022 Q2	$280K	Buy	3,850 +400	+12%	+$28.4K	0.16%	79
2022 Q1	$266K	Buy	3,450 +150	+5%	+$11.5K	0.13%	90
2021 Q4	$279K	Hold	3,300	–	–	0.13%	89
2021 Q3	$270K	Buy	3,300 +2,900	+725%	+$238K	0.15%	86
2021 Q2	$29K	Hold	400	–	–	0.02%	238
2021 Q1	$23K	Hold	400	–	–	0.01%	218
2020 Q4	$25K	Buy	+400	New	+$19.8K	0.01%	201

Other funds holding LIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Mark Sheptoff Financial Planning's LIT Position: Q4 2023 in Review

Mark Sheptoff Financial Planning sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 4,200 shares — an estimated $232K sold.

Mark Sheptoff Financial Planning first reported a position in LIT in Q4 2020 and held it in 12 quarters. The position peaked at $489K in Q3 2022. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Mark Sheptoff Financial Planning reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 4,200 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $232K.
Mark Sheptoff Financial Planning first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 12 quarters.
Mark Sheptoff Financial Planning's Global X Lithium & Battery Tech ETF position peaked at $489K in Q3 2022.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2023, filed 9 Feb 2024.