BWA
BDO Wealth Advisors’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $23.4K | Hold |
883
| – | – | ﹤0.01% | 554 |
|
|
2023
Q1 | $24.5K | Hold |
883
| – | – | ﹤0.01% | 550 |
|
|
2022
Q4 | $25.8K | Hold |
883
| – | – | ﹤0.01% | 526 |
|
|
2022
Q3 | $22K | Hold |
883
| – | – | ﹤0.01% | 551 |
|
|
2022
Q2 | $24K | Hold |
883
| – | – | ﹤0.01% | 528 |
|
|
2022
Q1 | $25K | Sell |
883
-50
| -5% | -$1.42K | ﹤0.01% | 566 |
|
|
2021
Q4 | $28K | Buy |
933
+50
| +6% | +$1.5K | ﹤0.01% | 560 |
|
|
2021
Q3 | $25K | Sell |
883
-475
| -35% | -$13.4K | ﹤0.01% | 567 |
|
|
2021
Q2 | $38K | Sell |
1,358
-385
| -22% | -$10.8K | ﹤0.01% | 505 |
|
|
2021
Q1 | $50K | Hold |
1,743
| – | – | 0.01% | 455 |
|
|
2020
Q4 | $49K | Hold |
1,743
| – | – | 0.01% | 361 |
|
|
2020
Q3 | $47K | Hold |
1,743
| – | – | 0.01% | 338 |
|
|
2020
Q2 | $45K | Hold |
1,743
| – | – | 0.01% | 339 |
|
|
2020
Q1 | $43K | Sell |
1,743
-450
| -21% | -$11.1K | 0.01% | 350 |
|
|
2019
Q4 | $79K | Sell |
2,193
-165
| -7% | -$5.94K | 0.02% | 262 |
|
|
2019
Q3 | $74K | Hold |
2,358
| – | – | 0.02% | 273 |
|
|
2019
Q2 | $73K | Hold |
2,358
| – | – | 0.02% | 269 |
|
|
2019
Q1 | $75K | Hold |
2,358
| – | – | 0.02% | 242 |
|
|
2018
Q4 | $67K | Sell |
2,358
-200
| -8% | -$5.68K | 0.02% | 236 |
|
|
2018
Q3 | $75K | Hold |
2,558
| – | – | 0.02% | 247 |
|
|
2018
Q2 | $73K | Hold |
2,558
| – | – | 0.02% | 248 |
|
|
2018
Q1 | $72K | Sell |
2,558
-1,127
| -31% | -$31.7K | 0.03% | 212 |
|
|
2017
Q4 | $114K | Sell |
3,685
-622
| -14% | -$19.2K | 0.05% | 145 |
|
|
2017
Q3 | $163K | Sell |
4,307
-777
| -15% | -$29.4K | 0.08% | 114 |
|
|
2017
Q2 | $197K | Buy |
+5,084
| New | +$197K | 0.09% | 130 |
|