AWM
Aevitas Wealth Management’s PPL Corp PPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-956
| Closed | -$30K | – | 275 |
|
2019
Q1 | $30K | Buy |
956
+7
| +0.7% | +$220 | 0.03% | 222 |
|
2018
Q4 | $27K | Sell |
949
-50
| -5% | -$1.42K | 0.03% | 222 |
|
2018
Q3 | $29K | Buy |
999
+8
| +0.8% | +$232 | 0.03% | 251 |
|
2018
Q2 | $28K | Buy |
991
+8
| +0.8% | +$226 | 0.03% | 249 |
|
2018
Q1 | $28K | Buy |
983
+6
| +0.6% | +$171 | 0.03% | 226 |
|
2017
Q4 | $30K | Buy |
+977
| New | +$30K | 0.03% | 223 |
|