Beacon Investment Advisory Services’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,810
| Closed | -$291K | – | 248 |
|
|
2020
Q1 | $291K | Buy |
11,810
+407
| +4% | +$10K | 0.02% | 196 |
|
|
2019
Q4 | $409K | Buy |
11,403
+1,035
| +10% | +$37.1K | 0.02% | 192 |
|
|
2019
Q3 | $326K | Buy |
10,368
+410
| +4% | +$12.9K | 0.03% | 188 |
|
|
2019
Q2 | $309K | Buy |
9,958
+215
| +2% | +$6.67K | 0.03% | 184 |
|
|
2019
Q1 | $309K | Sell |
9,743
-267
| -3% | -$8.47K | 0.03% | 190 |
|
|
2018
Q4 | $284K | Sell |
10,010
-1,766
| -15% | -$50.1K | 0.03% | 209 |
|
|
2018
Q3 | $345K | Sell |
11,776
-4,607
| -28% | -$135K | 0.03% | 205 |
|
|
2018
Q2 | $468K | Sell |
16,383
-26,078
| -61% | -$745K | 0.05% | 164 |
|
|
2018
Q1 | $1.2M | Buy |
42,461
+5,250
| +14% | +$148K | 0.12% | 107 |
|
|
2017
Q4 | $1.15M | Sell |
37,211
-11,075
| -23% | -$343K | 0.12% | 111 |
|
|
2017
Q3 | $1.83M | Buy |
+48,286
| New | +$1.83M | 0.16% | 105 |
|