Concord Wealth Partners’s Snow Lake Resources LITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-77
| Closed | -$320 | – | 962 |
|
|
2024
Q3 | $320 | Buy |
+77
| New | +$320 | ﹤0.01% | 914 |
|
|
2024
Q2 | – | Sell |
-77
| Closed | -$1K | – | 892 |
|
|
2024
Q1 | $1K | Hold |
77
| – | – | ﹤0.01% | 791 |
|
|
2023
Q4 | $1.17K | Hold |
77
| – | – | ﹤0.01% | 752 |
|
|
2023
Q3 | $1.32K | Sell |
77
-115
| -60% | -$1.97K | ﹤0.01% | 921 |
|
|
2023
Q2 | $5.68K | Hold |
192
| – | – | ﹤0.01% | 683 |
|
|
2023
Q1 | $4.79K | Hold |
192
| – | – | ﹤0.01% | 677 |
|
|
2022
Q4 | $5.7K | Buy |
+192
| New | +$5.7K | ﹤0.01% | 733 |
|
|
2022
Q3 | – | Sell |
-192
| Closed | -$6K | – | 703 |
|
|
2022
Q2 | $6K | Buy |
+192
| New | +$6K | ﹤0.01% | 787 |
|