Stiles Financial Services’s Livent Corporation LTHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34,769
| Closed | -$625K | – | 177 |
|
|
2023
Q4 | $625K | Sell |
34,769
-5,678
| -14% | -$102K | 0.28% | 93 |
|
|
2023
Q3 | $745K | Sell |
40,447
-8,300
| -17% | -$153K | 0.39% | 78 |
|
|
2023
Q2 | $1.34M | Sell |
48,747
-1,658
| -3% | -$45.5K | 0.66% | 49 |
|
|
2023
Q1 | $1.09M | Hold |
50,405
| – | – | 0.59% | 57 |
|
|
2022
Q4 | $1M | Sell |
50,405
-2,462
| -5% | -$48.9K | 0.57% | 54 |
|
|
2022
Q3 | $1.62M | Sell |
52,867
-2,265
| -4% | -$69.4K | 0.98% | 30 |
|
|
2022
Q2 | $1.25M | Buy |
55,132
+3,665
| +7% | +$83.2K | 0.75% | 38 |
|
|
2022
Q1 | $1.36M | Buy |
51,467
+2,400
| +5% | +$63.3K | 0.68% | 43 |
|
|
2021
Q4 | $1.2M | Buy |
+49,067
| New | +$1.2M | 0.58% | 52 |
|