BWM
BerganKDV Wealth Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.77M | Buy |
67,047
+640
| +1% | +$16.9K | 0.18% | 95 |
|
|
2023
Q1 | $1.85M | Buy |
66,407
+52
| +0.1% | +$1.45K | 0.19% | 94 |
|
|
2022
Q4 | $1.94M | Sell |
66,355
-1,967
| -3% | -$57.5K | 0.21% | 89 |
|
|
2022
Q3 | $1.73M | Buy |
68,322
+4,182
| +7% | +$106K | 0.21% | 92 |
|
|
2022
Q2 | $1.74M | Buy |
64,140
+114
| +0.2% | +$3.09K | 0.2% | 98 |
|
|
2022
Q1 | $1.83M | Buy |
64,026
+11,071
| +21% | +$316K | 0.2% | 97 |
|
|
2021
Q4 | $1.59M | Sell |
52,955
-6,333
| -11% | -$190K | 0.17% | 103 |
|
|
2021
Q3 | $1.65M | Buy |
59,288
+297
| +0.5% | +$8.28K | 0.19% | 97 |
|
|
2021
Q2 | $1.65M | Sell |
58,991
-439
| -0.7% | -$12.3K | 0.2% | 93 |
|
|
2021
Q1 | $1.71M | Sell |
59,430
-1,551
| -3% | -$44.7K | 0.22% | 89 |
|
|
2020
Q4 | $1.72M | Sell |
60,981
-6,348
| -9% | -$179K | 0.24% | 82 |
|
|
2020
Q3 | $1.83M | Sell |
67,329
-1,613
| -2% | -$43.9K | 0.29% | 75 |
|
|
2020
Q2 | $1.78M | Buy |
68,942
+227
| +0.3% | +$5.86K | 0.31% | 74 |
|
|
2020
Q1 | $1.7M | Buy |
68,715
+5,546
| +9% | +$137K | 0.35% | 62 |
|
|
2019
Q4 | $2.27M | Buy |
63,169
+413
| +0.7% | +$14.8K | 0.4% | 56 |
|
|
2019
Q3 | $1.98M | Sell |
62,756
-1,036
| -2% | -$32.6K | 0.39% | 58 |
|
|
2019
Q2 | $1.98M | Sell |
63,792
-332
| -0.5% | -$10.3K | 0.39% | 57 |
|
|
2019
Q1 | $2.04M | Buy |
64,124
+6,905
| +12% | +$219K | 0.42% | 55 |
|
|
2018
Q4 | $1.62M | Buy |
+57,219
| New | +$1.62M | 0.38% | 53 |
|