WJWM
LTHM
Williams Jones Wealth Management’s Livent Corporation LTHM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-41,584
| Closed | -$903K | – | 567 |
|
2023
Q1 | $903K | Buy |
41,584
+454
| +1% | +$9.86K | 0.01% | 289 |
|
2022
Q4 | $817K | Sell |
41,130
-32,175
| -44% | -$639K | 0.01% | 295 |
|
2022
Q3 | $2.25M | Sell |
73,305
-18,034
| -20% | -$553K | 0.04% | 195 |
|
2022
Q2 | $2.07M | Buy |
91,339
+26,359
| +41% | +$598K | 0.03% | 205 |
|
2022
Q1 | $1.69M | Buy |
64,980
+49,980
| +333% | +$1.3M | 0.02% | 211 |
|
2021
Q4 | $366K | Buy |
+15,000
| New | +$366K | ﹤0.01% | 370 |
|
2021
Q3 | – | Sell |
-20,615
| Closed | -$399K | – | 518 |
|
2021
Q2 | $399K | Buy |
+20,615
| New | +$399K | 0.01% | 354 |
|
2021
Q1 | – | Sell |
-31,775
| Closed | -$599K | – | 509 |
|
2020
Q4 | $599K | Buy |
31,775
+2,275
| +8% | +$42.9K | 0.01% | 274 |
|
2020
Q3 | $265K | Buy |
+29,500
| New | +$265K | ﹤0.01% | 351 |
|