BAM
Baldrige Asset Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $270K | Hold |
9,700
| – | – | 0.11% | 97 |
|
|
2022
Q4 | $283K | Sell |
9,700
-24,240
| -71% | -$707K | 0.13% | 91 |
|
|
2022
Q3 | $860K | Hold |
33,940
| – | – | 0.41% | 52 |
|
|
2022
Q2 | $921K | Buy |
33,940
+24,240
| +250% | +$658K | 0.42% | 55 |
|
|
2022
Q1 | $277K | Hold |
9,700
| – | – | 0.11% | 95 |
|
|
2021
Q4 | $292K | Hold |
9,700
| – | – | 0.11% | 90 |
|
|
2021
Q3 | $270K | Sell |
9,700
-208
| -2% | -$5.79K | 0.11% | 90 |
|
|
2021
Q2 | $277K | Sell |
9,908
-447
| -4% | -$12.5K | 0.12% | 85 |
|
|
2021
Q1 | $299K | Buy |
10,355
+151
| +1% | +$4.36K | 0.16% | 73 |
|
|
2020
Q4 | $288K | Hold |
10,204
| – | – | 0.17% | 73 |
|
|
2020
Q3 | $278K | Hold |
10,204
| – | – | 0.19% | 72 |
|
|
2020
Q2 | $264K | Sell |
10,204
-19,190
| -65% | -$496K | 0.2% | 71 |
|
|
2020
Q1 | $725K | Buy |
+29,394
| New | +$725K | 0.63% | 39 |
|