CWM
Compass Wealth Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,400
| Closed | -$50.6K | – | 340 |
|
|
2025
Q1 | $50.6K | Hold |
1,400
| – | – | 0.01% | 244 |
|
|
2024
Q4 | $45.4K | Hold |
1,400
| – | – | 0.01% | 255 |
|
|
2024
Q3 | $46.3K | Hold |
1,400
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $38.7K | Hold |
1,400
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $38.5K | Hold |
1,400
| – | – | 0.01% | 272 |
|
|
2023
Q4 | $37.9K | Hold |
1,400
| – | – | 0.01% | 268 |
|
|
2023
Q3 | $33K | Hold |
1,400
| – | – | 0.01% | 273 |
|
|
2023
Q2 | $37K | Buy |
1,400
+400
| +40% | +$10.6K | 0.01% | 269 |
|
|
2023
Q1 | $27.8K | Hold |
1,000
| – | – | 0.01% | 297 |
|
|
2022
Q4 | $29.2K | Buy |
+1,000
| New | +$29.2K | 0.01% | 284 |
|