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

MBE 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
2020
Q2 		– Sell
-112
Closed -$2K – 307
2020
Q1 		$2K Buy
+112
New +$3.1K ﹤0.01% 460

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

MBE Wealth Management's LIT Position: Q2 2020 in Review

MBE Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2020, closing a stake of 112 shares — an estimated $2K sold.

MBE Wealth Management first reported a position in LIT in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 103 funds tracked by Wall St. Rank hold LIT as of Q2 2020.

  • MBE Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 112 Global X Lithium & Battery Tech ETF shares in Q2 2020, an estimated $2K.
  • MBE Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $2K in Q1 2020.
  • 103 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.