Advocacy Wealth Management Services’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-326
| Closed | -$9K | – | 193 |
|
2018
Q1 | $9K | Hold |
326
| – | – | 0.01% | 152 |
|
2017
Q4 | $10K | Hold |
326
| – | – | 0.01% | 158 |
|
2017
Q3 | $12K | Hold |
326
| – | – | ﹤0.01% | 177 |
|
2017
Q2 | $13K | Hold |
326
| – | – | ﹤0.01% | 166 |
|
2017
Q1 | $12K | Sell |
326
-75
| -19% | -$2.76K | ﹤0.01% | 187 |
|
2016
Q4 | $14K | Buy |
401
+126
| +46% | +$4.4K | ﹤0.01% | 169 |
|
2016
Q3 | $10K | Sell |
275
-300
| -52% | -$10.9K | ﹤0.01% | 266 |
|
2016
Q2 | $22K | Sell |
575
-4,070
| -88% | -$156K | 0.01% | 228 |
|
2016
Q1 | $177K | Sell |
4,645
-2,690
| -37% | -$103K | 0.12% | 96 |
|
2015
Q4 | $250K | Buy |
+7,335
| New | +$250K | 0.28% | 75 |
|
2013
Q3 | $362K | Buy |
12,798
+537
| +4% | +$15.2K | 0.99% | 24 |
|
2013
Q2 | $346K | Buy |
+12,261
| New | +$346K | 1.38% | 18 |
|