Concert Wealth Management’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-13,032
| Closed | -$442K | – | 367 |
|
|
2017
Q1 | $442K | Buy |
13,032
+46
| +0.4% | +$1.56K | 0.1% | 275 |
|
|
2016
Q4 | $440K | Sell |
12,986
-5,567
| -30% | -$189K | 0.1% | 278 |
|
|
2016
Q3 | $639K | Buy |
18,553
+2,109
| +13% | +$72.6K | 0.08% | 326 |
|
|
2016
Q2 | $625K | Buy |
16,444
+6,762
| +70% | +$257K | 0.08% | 299 |
|
|
2016
Q1 | $369K | Sell |
9,682
-31
| -0.3% | -$1.18K | 0.05% | 415 |
|
|
2015
Q4 | $331K | Sell |
9,713
-579
| -6% | -$19.7K | 0.04% | 451 |
|
|
2015
Q3 | $341K | Buy |
10,292
+573
| +6% | +$19K | 0.05% | 443 |
|
|
2015
Q2 | $286K | Sell |
9,719
-4,776
| -33% | -$141K | 0.04% | 517 |
|
|
2015
Q1 | $44K | Buy |
14,495
+138
| +1% | +$419 | 0.01% | 446 |
|
|
2014
Q4 | $484K | Buy |
14,357
+3,317
| +30% | +$112K | 0.07% | 331 |
|
|
2014
Q3 | $339K | Buy |
11,040
+9
| +0.1% | +$276 | 0.05% | 358 |
|
|
2014
Q2 | $352K | Buy |
11,031
+59
| +0.5% | +$1.88K | 0.04% | 375 |
|
|
2014
Q1 | $338K | Sell |
10,972
-710
| -6% | -$21.9K | 0.04% | 373 |
|
|
2013
Q4 | $327K | Sell |
11,682
-480
| -4% | -$13.4K | 0.04% | 356 |
|
|
2013
Q3 | $344K | Buy |
12,162
+686
| +6% | +$19.4K | 0.05% | 335 |
|
|
2013
Q2 | $323K | Buy |
+11,476
| New | +$323K | 0.05% | 326 |
|