Bard Associates’s Piedmont Lithium PLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,700
| Closed | -$217K | – | 181 |
|
|
2023
Q4 | $217K | Hold |
7,700
| – | – | 0.08% | 150 |
|
|
2023
Q3 | $306K | Hold |
7,700
| – | – | 0.13% | 138 |
|
|
2023
Q2 | $444K | Hold |
7,700
| – | – | 0.17% | 122 |
|
|
2023
Q1 | $462K | Hold |
7,700
| – | – | 0.19% | 117 |
|
|
2022
Q4 | $339K | Sell |
7,700
-200
| -3% | -$8.8K | 0.15% | 132 |
|
|
2022
Q3 | $423K | Hold |
7,900
| – | – | 0.19% | 113 |
|
|
2022
Q2 | $288K | Buy |
7,900
+2,300
| +41% | +$83.8K | 0.12% | 138 |
|
|
2022
Q1 | $409K | Hold |
5,600
| – | – | 0.14% | 139 |
|
|
2021
Q4 | $294K | Hold |
5,600
| – | – | 0.1% | 149 |
|
|
2021
Q3 | $305K | Hold |
5,600
| – | – | 0.1% | 148 |
|
|
2021
Q2 | $438K | Buy |
+5,600
| New | +$438K | 0.14% | 128 |
|