Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-14,320
Closed -$398K 285
2023
Q1
$398K Buy
+14,320
New +$406K 0.07% 203
2020
Q2
Sell
-3,159
Closed -$78K 647
2020
Q1
$78K Buy
+3,159
New +$102K 0.02% 419
2016
Q3
Sell
-31,673
Closed -$1.2K 464
2016
Q2
$1.2K Buy
31,673
+1,205
+4% +$45.9K 0.09% 212
2016
Q1
$1.16M Buy
30,468
+4,776
+19% +$170K 0.09% 216
2015
Q4
$877K Buy
25,692
+3,260
+15% +$110K 0.07% 270
2015
Q3
$738K Buy
22,432
+6,288
+39% +$197K 0.06% 323
2015
Q2
$476 Sell
16,144
-842
-5% -$26.3K 0.07% 275
2015
Q1
$533 Buy
+16,986
New +$546K 0.08% 269

Other funds holding PPL