EWM
Evercore Wealth Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-19,587
| Closed | -$506K | – | 383 |
|
|
2020
Q2 | $506K | Sell |
19,587
-5,916
| -23% | -$153K | 0.01% | 256 |
|
|
2020
Q1 | $629K | Sell |
25,503
-50
| -0.2% | -$1.23K | 0.02% | 218 |
|
|
2019
Q4 | $917K | Sell |
25,553
-5,736
| -18% | -$206K | 0.02% | 214 |
|
|
2019
Q3 | $985K | Buy |
31,289
+4,356
| +16% | +$137K | 0.03% | 203 |
|
|
2019
Q2 | $835K | Buy |
26,933
+10,600
| +65% | +$329K | 0.03% | 226 |
|
|
2019
Q1 | $518K | Buy |
16,333
+1,691
| +12% | +$53.6K | 0.02% | 266 |
|
|
2018
Q4 | $415K | Buy |
14,642
+2,198
| +18% | +$62.3K | 0.02% | 267 |
|
|
2018
Q3 | $364K | Buy |
12,444
+1,755
| +16% | +$51.3K | 0.01% | 316 |
|
|
2018
Q2 | $305K | Buy |
+10,689
| New | +$305K | 0.01% | 325 |
|
|
2018
Q1 | – | Sell |
-7,389
| Closed | -$229K | – | 685 |
|
|
2017
Q4 | $229K | Sell |
7,389
-140
| -2% | -$4.34K | 0.01% | 347 |
|
|
2017
Q3 | $286K | Buy |
7,529
+170
| +2% | +$6.46K | 0.01% | 322 |
|
|
2017
Q2 | $284K | Sell |
7,359
-6,600
| -47% | -$255K | 0.01% | 323 |
|
|
2017
Q1 | $522K | Buy |
13,959
+481
| +4% | +$18K | 0.02% | 255 |
|
|
2016
Q4 | $459K | Buy |
13,478
+1,353
| +11% | +$46.1K | 0.02% | 257 |
|
|
2016
Q3 | $419K | Buy |
12,125
+1,332
| +12% | +$46K | 0.02% | 266 |
|
|
2016
Q2 | $408K | Buy |
10,793
+1,806
| +20% | +$68.3K | 0.02% | 262 |
|
|
2016
Q1 | $342K | Buy |
8,987
+4,342
| +93% | +$165K | 0.02% | 291 |
|
|
2015
Q4 | $158K | Buy |
4,645
+1,695
| +57% | +$57.7K | 0.01% | 413 |
|
|
2015
Q3 | $98K | Sell |
2,950
-3,538
| -55% | -$118K | ﹤0.01% | 488 |
|
|
2015
Q2 | $193K | Sell |
6,488
-1,494
| -19% | -$44.4K | 0.01% | 424 |
|
|
2015
Q1 | $268K | Buy |
7,982
+2,835
| +55% | +$95.2K | 0.01% | 370 |
|
|
2014
Q4 | $188K | Sell |
5,147
-1,081
| -17% | -$39.5K | 0.01% | 371 |
|
|
2014
Q3 | $205K | Buy |
6,228
+3,350
| +116% | +$110K | 0.01% | 393 |
|
|
2014
Q2 | $102K | Buy |
+2,878
| New | +$102K | 0.01% | 509 |
|
|
2013
Q4 | – | Sell |
-185
| Closed | -$6K | – | 960 |
|
|
2013
Q3 | $6K | Buy |
+185
| New | +$6K | ﹤0.01% | 822 |
|