SSWM
PLL

Sheets Smith Wealth Management’s Piedmont Lithium PLL Stock Holding History

Sheets Smith Wealth Management’s Portfolio PLL Stock Details PLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,840
Closed -$279K – 496
2023
Q2 		$279K Sell
4,840
-1,597
-25% -$91.4K 0.04% 283
2023
Q1 		$387K Hold
6,437
– – 0.06% 231
2022
Q4 		$283K Hold
6,437
– – 0.04% 260
2022
Q3 		$344K Hold
6,437
– – 0.06% 228
2022
Q2 		$234K Buy
6,437
+1,842
+40% +$109K 0.04% 270
2022
Q1 		$335K Buy
+4,595
New +$258K 0.05% 263

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