Carson Wealth (CWM LLC)’s Piedmont Lithium PLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Sell |
125
-965
| -89% | -$7.72K | ﹤0.01% | 5049 |
|
|
2025
Q1 | $7K | Sell |
1,090
-127
| -10% | -$816 | ﹤0.01% | 4298 |
|
|
2024
Q4 | $11K | Sell |
1,217
-129
| -10% | -$1.17K | ﹤0.01% | 3820 |
|
|
2024
Q3 | $12K | Sell |
1,346
-445
| -25% | -$3.97K | ﹤0.01% | 3687 |
|
|
2024
Q2 | $18K | Sell |
1,791
-67,414
| -97% | -$678K | ﹤0.01% | 3188 |
|
|
2024
Q1 | $922K | Sell |
69,205
-18,646
| -21% | -$248K | ﹤0.01% | 895 |
|
|
2023
Q4 | $2.48M | Buy |
87,851
+25,241
| +40% | +$713K | 0.01% | 536 |
|
|
2023
Q3 | $2.49M | Sell |
62,610
-2,571
| -4% | -$102K | 0.02% | 500 |
|
|
2023
Q2 | $3.76M | Buy |
65,181
+64,590
| +10,929% | +$3.73M | 0.02% | 399 |
|
|
2023
Q1 | $35K | Sell |
591
-50
| -8% | -$2.96K | ﹤0.01% | 2109 |
|
|
2022
Q4 | $28K | Sell |
641
-174
| -21% | -$7.6K | ﹤0.01% | 2131 |
|
|
2022
Q3 | $44K | Buy |
815
+567
| +229% | +$30.6K | ﹤0.01% | 1720 |
|
|
2022
Q2 | $9K | Buy |
+248
| New | +$9K | ﹤0.01% | 2657 |
|
|
2022
Q1 | – | Sell |
-150
| Closed | -$8K | – | 3775 |
|
|
2021
Q4 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 2484 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 2197 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 2197 |
|
|
2020
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 2197 |
|
|
2020
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 2197 |
|
|
2020
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 2197 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 2197 |
|
|
2019
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 2197 |
|
|
2019
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 2197 |
|
|
2019
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 2197 |
|
|
2019
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 2197 |
|