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USA Financial Formulas’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

USA Financial Formulas’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
2021
Q4 		– Sell
-153
Closed -$13K – 447
2021
Q3 		$13K Buy
+153
New +$12.5K 0.01% 238

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GKWIM
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Wells Fargo
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PS
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USA Financial Formulas's LIT Position: Q4 2021 in Review

USA Financial Formulas sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2021, closing a stake of 153 shares — an estimated $13K sold.

USA Financial Formulas first reported a position in LIT in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 460 funds tracked by Wall St. Rank hold LIT as of Q4 2021.

  • USA Financial Formulas reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2021 after selling out during the quarter.
  • USA Financial Formulas sold 153 Global X Lithium & Battery Tech ETF shares in Q4 2021, an estimated $13K.
  • USA Financial Formulas first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 1 quarter.
  • USA Financial Formulas's Global X Lithium & Battery Tech ETF position peaked at $13K in Q3 2021.
  • 460 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2021.

Based on USA Financial Formulas's 13F filing for Q4 2021, filed 10 Feb 2022.