EHWM
Eads & Heald Wealth Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,038
| Closed | -$227K | – | 138 |
|
|
2020
Q4 | $227K | Sell |
8,038
-849
| -10% | -$24K | 0.12% | 127 |
|
|
2020
Q3 | $242K | Buy |
8,887
+450
| +5% | +$12.3K | 0.14% | 117 |
|
|
2020
Q2 | $218K | Sell |
8,437
-4,480
| -35% | -$116K | 0.13% | 120 |
|
|
2020
Q1 | $319K | Sell |
12,917
-1,520
| -11% | -$37.5K | 0.23% | 109 |
|
|
2019
Q4 | $518K | Buy |
14,437
+6,382
| +79% | +$229K | 0.27% | 109 |
|
|
2019
Q3 | $254K | Buy |
+8,055
| New | +$254K | 0.14% | 122 |
|
|
2017
Q4 | – | Sell |
-5,885
| Closed | -$223K | – | 133 |
|
|
2017
Q3 | $223K | Buy |
+5,885
| New | +$223K | 0.14% | 125 |
|
|
2015
Q4 | – | Sell |
-6,610
| Closed | -$217K | – | 138 |
|
|
2015
Q3 | $217K | Buy |
+6,610
| New | +$217K | 0.15% | 128 |
|
|
2015
Q2 | – | Sell |
-6,320
| Closed | -$213K | – | 137 |
|
|
2015
Q1 | $213K | Hold |
6,320
| – | – | 0.14% | 129 |
|
|
2014
Q4 | $230K | Buy |
+6,320
| New | +$230K | 0.15% | 125 |
|