Avidian Wealth Enterprises’s Piedmont Lithium PLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,100
| Closed | -$237K | – | 419 |
|
|
2023
Q2 | $237K | Hold |
4,100
| – | – | 0.02% | 377 |
|
|
2023
Q1 | $246K | Buy |
+4,100
| New | +$246K | 0.01% | 419 |
|
|
2022
Q4 | – | Sell |
-6,700
| Closed | -$358K | – | 462 |
|
|
2022
Q3 | $358K | Buy |
+6,700
| New | +$358K | 0.03% | 290 |
|
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$365K | – | 483 |
|
|
2022
Q1 | $365K | Hold |
5,000
| – | – | 0.02% | 350 |
|
|
2021
Q4 | $262K | Hold |
5,000
| – | – | 0.02% | 429 |
|
|
2021
Q3 | $272K | Sell |
5,000
-1,000
| -17% | -$54.4K | 0.02% | 308 |
|
|
2021
Q2 | $469K | Buy |
+6,000
| New | +$469K | 0.04% | 233 |
|