Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-17,505
Closed -$475K 279
2022
Q2
$475K Sell
17,505
-23,754
-58% -$682K 0.12% 229
2022
Q1
$1.18M Buy
41,259
+2,463
+6% +$69.5K 0.26% 101
2021
Q4
$1.17M Buy
+38,796
New +$1.12M 0.2% 103
2020
Q1
Sell
-63,872
Closed -$2.29M 122
2019
Q4
$2.29M Buy
+63,872
New +$2.14M 0.36% 91
2018
Q4
Sell
-453,524
Closed -$13.3M 121
2018
Q3
$13.3M Sell
453,524
-179,531
-28% -$5.25M 1.04% 44
2018
Q2
$18.1M Sell
633,055
-16,687
-3% -$462K 1.49% 12
2018
Q1
$18.4M Buy
649,742
+133,950
+26% +$3.99M 1.59% 12
2017
Q4
$16M Buy
515,792
+107,243
+26% +$3.85M 1.21% 57
2017
Q3
$15.5M Sell
408,549
-56,014
-12% -$2.17M 1.63% 46
2017
Q2
$18M Buy
+464,563
New +$18M 2.04% 3

Other funds holding PPL