EWM
Empirical 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 |
-5,612
| Closed | -$203K | – | 720 |
|
2025
Q1 | $203K | Buy |
+5,612
| New | +$203K | 0.01% | 603 |
|
2021
Q1 | – | Sell |
-17,814
| Closed | -$502K | – | 410 |
|
2020
Q4 | $502K | Buy |
17,814
+7,611
| +75% | +$214K | 0.04% | 248 |
|
2020
Q3 | $278K | Buy |
+10,203
| New | +$278K | 0.02% | 289 |
|