WJWM
PLL
Williams Jones Wealth Management’s Piedmont Lithium PLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23,352
| Closed | -$1.4M | – | 554 |
|
|
2023
Q1 | $1.4M | Buy |
23,352
+187
| +0.8% | +$11.2K | 0.02% | 232 |
|
|
2022
Q4 | $1.02M | Buy |
23,165
+1,445
| +7% | +$63.6K | 0.02% | 266 |
|
|
2022
Q3 | $1.16M | Buy |
21,720
+10,775
| +98% | +$576K | 0.02% | 248 |
|
|
2022
Q2 | $399K | Sell |
10,945
-14,049
| -56% | -$512K | 0.01% | 400 |
|
|
2022
Q1 | $1.82M | Sell |
24,994
-5,470
| -18% | -$399K | 0.03% | 207 |
|
|
2021
Q4 | $1.6M | Buy |
30,464
+3,226
| +12% | +$169K | 0.02% | 219 |
|
|
2021
Q3 | $1.48M | Buy |
27,238
+2,722
| +11% | +$148K | 0.02% | 215 |
|
|
2021
Q2 | $1.92M | Buy |
+24,516
| New | +$1.92M | 0.03% | 199 |
|