Essex Private 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
2021
Q1
Sell
-7,795
Closed -$219K 66
2020
Q4
$219K Sell
7,795
-694
-8% -$19.5K 0.21% 62
2020
Q3
$230K Sell
8,489
-1,225
-13% -$33.2K 0.24% 55
2020
Q2
$251K Buy
9,714
+6
+0.1% +$155 0.29% 50
2020
Q1
$239K Buy
+9,708
New +$239K 0.31% 49