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Westbourne Investment Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Westbourne Investment 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
2018
Q4 		– Sell
-1,488
Closed -$49K – 122
2018
Q3 		$49K Buy
+1,488
New +$48.1K 0.04% 153

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Westbourne Investment Advisors's LIT Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2018, closing a stake of 1,488 shares — an estimated $49K sold.

Westbourne Investment Advisors first reported a position in LIT in Q3 2018 and held it in 1 quarter. The position peaked at $49K in Q3 2018. 103 funds tracked by Wall St. Rank hold LIT as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,488 Global X Lithium & Battery Tech ETF shares in Q4 2018, an estimated $49K.
  • Westbourne Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $49K in Q3 2018.
  • 103 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.