CAPTRUST Financial Advisors’s Piedmont Lithium PLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,788
| Closed | -$65K | – | 3498 |
|
|
2022
Q2 | $65K | Sell |
1,788
-100
| -5% | -$3.64K | ﹤0.01% | 2536 |
|
|
2022
Q1 | $138K | Buy |
1,888
+235
| +14% | +$17.2K | ﹤0.01% | 2015 |
|
|
2021
Q4 | $87K | Buy |
1,653
+290
| +21% | +$15.3K | ﹤0.01% | 2266 |
|
|
2021
Q3 | $74K | Buy |
1,363
+800
| +142% | +$43.4K | ﹤0.01% | 2307 |
|
|
2021
Q2 | $44K | Buy |
+563
| New | +$44K | ﹤0.01% | 2596 |
|