Creative Planning’s Livent Corporation LTHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,192
| Closed | -$291K | – | 2968 |
|
|
2023
Q4 | $291K | Buy |
16,192
+4,271
| +36% | +$76.8K | ﹤0.01% | 2100 |
|
|
2023
Q3 | $219K | Sell |
11,921
-2,666
| -18% | -$49.1K | ﹤0.01% | 2167 |
|
|
2023
Q2 | $400K | Buy |
14,587
+89
| +0.6% | +$2.44K | ﹤0.01% | 1696 |
|
|
2023
Q1 | $315K | Buy |
14,498
+3,747
| +35% | +$81.4K | ﹤0.01% | 1779 |
|
|
2022
Q4 | $214K | Sell |
10,751
-3,999
| -27% | -$79.5K | ﹤0.01% | 1973 |
|
|
2022
Q3 | $452K | Buy |
14,750
+4,334
| +42% | +$133K | ﹤0.01% | 1389 |
|
|
2022
Q2 | $236K | Buy |
10,416
+1,460
| +16% | +$33.1K | ﹤0.01% | 1769 |
|
|
2022
Q1 | $233K | Sell |
8,956
-2,325
| -21% | -$60.5K | ﹤0.01% | 1799 |
|
|
2021
Q4 | $275K | Buy |
11,281
+67
| +0.6% | +$1.63K | ﹤0.01% | 1681 |
|
|
2021
Q3 | $259K | Sell |
11,214
-519
| -4% | -$12K | ﹤0.01% | 1681 |
|
|
2021
Q2 | $227K | Sell |
11,733
-7,785
| -40% | -$151K | ﹤0.01% | 1731 |
|
|
2021
Q1 | $338K | Sell |
19,518
-12,509
| -39% | -$217K | ﹤0.01% | 1693 |
|
|
2020
Q4 | $603K | Buy |
+32,027
| New | +$603K | ﹤0.01% | 1186 |
|