DWM
Doyle Wealth Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,861
| Closed | -$89K | – | 605 |
|
|
2019
Q2 | $89K | Buy |
+2,861
| New | +$89K | 0.01% | 274 |
|
|
2019
Q1 | – | Sell |
-1,631
| Closed | -$46K | – | 589 |
|
|
2018
Q4 | $46K | Sell |
1,631
-7,267
| -82% | -$205K | 0.01% | 371 |
|
|
2018
Q3 | $260K | Sell |
8,898
-2,595
| -23% | -$75.8K | 0.04% | 166 |
|
|
2018
Q2 | $328K | Sell |
11,493
-807
| -7% | -$23K | 0.05% | 139 |
|
|
2018
Q1 | $348K | Buy |
12,300
+71
| +0.6% | +$2.01K | 0.06% | 121 |
|
|
2017
Q4 | $379K | Sell |
12,229
-42,513
| -78% | -$1.32M | 0.06% | 117 |
|
|
2017
Q3 | $2.08M | Buy |
54,742
+2,582
| +5% | +$98K | 0.36% | 52 |
|
|
2017
Q2 | $2.02M | Sell |
52,160
-9,978
| -16% | -$386K | 0.37% | 50 |
|
|
2017
Q1 | $2.32M | Buy |
+62,138
| New | +$2.32M | 0.47% | 50 |
|