Commonwealth Equity Services’s Piedmont Lithium PLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,844
| Closed | -$106K | – | 4190 |
|
|
2024
Q3 | $106K | Buy |
+11,844
| New | +$106K | ﹤0.01% | 3859 |
|
|
2024
Q1 | – | Sell |
-7,827
| Closed | -$221K | – | 4073 |
|
|
2023
Q4 | $221K | Sell |
7,827
-9
| -0.1% | -$254 | ﹤0.01% | 3430 |
|
|
2023
Q3 | $311K | Buy |
7,836
+1,565
| +25% | +$62.1K | ﹤0.01% | 3003 |
|
|
2023
Q2 | $362K | Buy |
6,271
+571
| +10% | +$33K | ﹤0.01% | 2883 |
|
|
2023
Q1 | $342 | Buy |
5,700
+467
| +9% | +$28 | ﹤0.01% | 2848 |
|
|
2022
Q4 | $230K | Sell |
5,233
-791
| -13% | -$34.8K | ﹤0.01% | 3104 |
|
|
2022
Q3 | $322K | Buy |
+6,024
| New | +$322K | ﹤0.01% | 2764 |
|
|
2022
Q2 | – | Sell |
-4,638
| Closed | -$338K | – | 3771 |
|
|
2022
Q1 | $338K | Sell |
4,638
-1,038
| -18% | -$75.6K | ﹤0.01% | 2869 |
|
|
2021
Q4 | $297K | Buy |
5,676
+56
| +1% | +$2.93K | ﹤0.01% | 2980 |
|
|
2021
Q3 | $306K | Sell |
5,620
-626
| -10% | -$34.1K | ﹤0.01% | 2900 |
|
|
2021
Q2 | $488K | Buy |
+6,246
| New | +$488K | ﹤0.01% | 2488 |
|