Creative Planning’s Piedmont Lithium PLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11
| Closed | -$437 | – | 2943 |
|
|
2023
Q3 | $437 | Buy |
+11
| New | +$437 | ﹤0.01% | 2777 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$15K | – | 2362 |
|
|
2022
Q1 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 2140 |
|
|
2021
Q4 | – | Sell |
-4,258
| Closed | -$232K | – | 2150 |
|
|
2021
Q3 | $232K | Buy |
4,258
+233
| +6% | +$12.7K | ﹤0.01% | 1765 |
|
|
2021
Q2 | $315K | Buy |
+4,025
| New | +$315K | ﹤0.01% | 1531 |
|