Jade Capital Advisors’s Piedmont Lithium PLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$282K | – | 88 |
|
|
2023
Q4 | $282K | Hold |
10,000
| – | – | 0.17% | 70 |
|
|
2023
Q3 | $397K | Hold |
10,000
| – | – | 0.36% | 57 |
|
|
2023
Q2 | $577K | Buy |
+10,000
| New | +$577K | 0.45% | 51 |
|
|
2022
Q2 | – | Sell |
-8,221
| Closed | -$600K | – | 74 |
|
|
2022
Q1 | $600K | Sell |
8,221
-5,000
| -38% | -$365K | 0.32% | 68 |
|
|
2021
Q4 | $824K | Hold |
13,221
| – | – | 0.62% | 41 |
|
|
2021
Q3 | $720K | Buy |
+13,221
| New | +$720K | 0.42% | 54 |
|