LPL Financial’s Sigma Lithium SGML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,637
| Closed | -$215K | – | 4806 |
|
|
2023
Q3 | $215K | Sell |
6,637
-8,183
| -55% | -$265K | ﹤0.01% | 4125 |
|
|
2023
Q2 | $597K | Buy |
14,820
+8,054
| +119% | +$325K | ﹤0.01% | 3257 |
|
|
2023
Q1 | $255K | Buy |
+6,766
| New | +$255K | ﹤0.01% | 3847 |
|
|
2022
Q4 | – | Sell |
-9,088
| Closed | -$247K | – | 4506 |
|
|
2022
Q3 | $247K | Buy |
+9,088
| New | +$247K | ﹤0.01% | 3729 |
|