CarsonAllaria Wealth Management’s Piedmont Lithium PLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-190
| Closed | -$11K | – | 397 |
|
|
2023
Q2 | $11K | Hold |
190
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $11.4K | Hold |
190
| – | – | 0.01% | 201 |
|
|
2022
Q4 | $8K | Sell |
190
-125
| -40% | -$5.26K | 0.01% | 210 |
|
|
2022
Q3 | $17K | Hold |
315
| – | – | 0.02% | 153 |
|
|
2022
Q2 | $11K | Hold |
315
| – | – | 0.01% | 184 |
|
|
2022
Q1 | $23K | Sell |
315
-100
| -24% | -$7.3K | 0.02% | 153 |
|
|
2021
Q4 | $22K | Buy |
+415
| New | +$22K | 0.02% | 169 |
|