U.S. Global Investors (USGI)’s Piedmont Lithium PLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,500
| Closed | -$298K | – | 164 |
|
|
2023
Q3 | $298K | Hold |
7,500
| – | – | 0.02% | 82 |
|
|
2023
Q2 | $433K | Hold |
7,500
| – | – | 0.03% | 81 |
|
|
2023
Q1 | $450K | Sell |
7,500
-2,500
| -25% | -$150K | 0.03% | 77 |
|
|
2022
Q4 | $440K | Hold |
10,000
| – | – | 0.03% | 81 |
|
|
2022
Q3 | $535K | Sell |
10,000
-2,500
| -20% | -$134K | 0.03% | 75 |
|
|
2022
Q2 | $455K | Buy |
+12,500
| New | +$455K | 0.02% | 80 |
|
|
2022
Q1 | – | Sell |
-12,500
| Closed | -$656K | – | 156 |
|
|
2021
Q4 | $656K | Hold |
12,500
| – | – | 0.02% | 84 |
|
|
2021
Q3 | $681K | Hold |
12,500
| – | – | 0.02% | 87 |
|
|
2021
Q2 | $977K | Buy |
+12,500
| New | +$977K | 0.03% | 68 |
|