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Pacific Capital Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Pacific Capital Wealth Advisors’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
Q4 		– Sell
-405
Closed -$16K – 135
2020
Q3 		$16K Buy
+405
New +$15.2K 0.01% 154

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Pacific Capital Wealth Advisors's LIT Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2020, closing a stake of 405 shares — an estimated $16K sold.

Pacific Capital Wealth Advisors first reported a position in LIT in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 195 funds tracked by Wall St. Rank hold LIT as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 405 Global X Lithium & Battery Tech ETF shares in Q4 2020, an estimated $16K.
  • Pacific Capital Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $16K in Q3 2020.
  • 195 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.