Cape Investment Advisory’s Piedmont Lithium PLL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-100
Closed -$1.33K 972
2024
Q1
$1.33K Sell
100
-117
-54% -$1.56K ﹤0.01% 818
2023
Q4
$6.13K Sell
217
-196
-47% -$5.53K ﹤0.01% 745
2023
Q3
$16.4K Sell
413
-13
-3% -$516 0.01% 477
2023
Q2
$24.6K Buy
426
+56
+15% +$3.23K 0.01% 406
2023
Q1
$22.2K Buy
+370
New +$22.2K 0.01% 402