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McElhenny Sheffield Capital Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-1,000
Closed -$58.6K – 376
2022
Q4 		$58.6K Buy
+1,000
New +$66.8K 0.03% 172

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UBS Group
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GKWIM
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Wells Fargo
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PP
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Osaic Holdings
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McElhenny Sheffield Capital Management's LIT Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2023, closing a stake of 1,000 shares — an estimated $58.6K sold.

McElhenny Sheffield Capital Management first reported a position in LIT in Q4 2022 and held it in 1 quarter. The position peaked at $58.6K in Q4 2022. 405 funds tracked by Wall St. Rank hold LIT as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,000 Global X Lithium & Battery Tech ETF shares in Q1 2023, an estimated $58.6K.
  • McElhenny Sheffield Capital Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Global X Lithium & Battery Tech ETF position peaked at $58.6K in Q4 2022.
  • 405 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.