EverSource Wealth Advisors’s Piedmont Lithium PLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-483
| Closed | -$2.81K | – | 4438 |
|
|
2025
Q2 | $2.81K | Buy |
+483
| New | +$3.16K | ﹤0.01% | 3380 |
|
|
2025
Q1 | – | Sell |
-379
| Closed | -$3.31K | – | 4152 |
|
|
2024
Q4 | $3.31K | Buy |
+379
| New | +$4.45K | ﹤0.01% | 2522 |
|
|
2024
Q3 | – | Sell |
-234
| Closed | -$2.35K | – | 3099 |
|
|
2024
Q2 | $2.35K | Sell |
234
-17
| -7% | -$217 | ﹤0.01% | 2497 |
|
|
2024
Q1 | $3.08K | Buy |
251
+129
| +106% | +$2.07K | ﹤0.01% | 2234 |
|
|
2023
Q4 | $3.44K | Buy |
+122
| New | +$3.58K | ﹤0.01% | 1999 |
|
