Bard Financial Services’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-7,970
| Closed | -$211K | – | 287 |
|
2023
Q2 | $211K | Hold |
7,970
| – | – | 0.02% | 296 |
|
2023
Q1 | $221K | Sell |
7,970
-1,350
| -14% | -$37.5K | 0.02% | 289 |
|
2022
Q4 | $272K | Buy |
9,320
+1,350
| +17% | +$39.4K | 0.02% | 255 |
|
2022
Q3 | $202K | Hold |
7,970
| – | – | 0.02% | 272 |
|
2022
Q2 | $216K | Hold |
7,970
| – | – | 0.02% | 267 |
|
2022
Q1 | $228K | Hold |
7,970
| – | – | 0.02% | 263 |
|
2021
Q4 | $240K | Hold |
7,970
| – | – | 0.02% | 255 |
|
2021
Q3 | $222K | Hold |
7,970
| – | – | 0.02% | 250 |
|
2021
Q2 | $223K | Hold |
7,970
| – | – | 0.02% | 248 |
|
2021
Q1 | $230K | Hold |
7,970
| – | – | 0.02% | 235 |
|
2020
Q4 | $225K | Buy |
+7,970
| New | +$225K | 0.02% | 239 |
|