FI
FormulaFolio Investments’s PPL Corp PPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $7K | Buy |
+237
| New | +$7K | ﹤0.01% | 309 |
|
2021
Q1 | – | Sell |
-9,175
| Closed | -$259K | – | 382 |
|
2020
Q4 | $259K | Buy |
+9,175
| New | +$259K | 0.01% | 556 |
|
2020
Q1 | – | Sell |
-8,035
| Closed | -$288K | – | 353 |
|
2019
Q4 | $288K | Sell |
8,035
-1,540
| -16% | -$55.2K | 0.01% | 313 |
|
2019
Q3 | $302K | Buy |
9,575
+86
| +0.9% | +$2.71K | 0.01% | 285 |
|
2019
Q2 | $294K | Sell |
9,489
-447
| -4% | -$13.9K | 0.01% | 272 |
|
2019
Q1 | $315K | Sell |
9,936
-7,965
| -44% | -$253K | 0.01% | 258 |
|
2018
Q4 | $524K | Hold |
17,901
| – | – | 0.02% | 203 |
|
2018
Q3 | $524K | Buy |
17,901
+6,721
| +60% | +$197K | 0.02% | 203 |
|
2018
Q2 | $319K | Buy |
11,180
+3,225
| +41% | +$92K | 0.02% | 244 |
|
2018
Q1 | $225K | Buy |
7,955
+850
| +12% | +$24K | 0.01% | 250 |
|
2017
Q4 | $220K | Sell |
7,105
-129
| -2% | -$3.99K | 0.01% | 235 |
|
2017
Q3 | $275K | Sell |
7,234
-13,365
| -65% | -$508K | 0.02% | 189 |
|
2017
Q2 | $796K | Buy |
20,599
+1,650
| +9% | +$63.8K | 0.07% | 84 |
|
2017
Q1 | $709K | Buy |
18,949
+769
| +4% | +$28.8K | 0.08% | 84 |
|
2016
Q4 | $619K | Buy |
18,180
+8,291
| +84% | +$282K | 0.08% | 82 |
|
2016
Q3 | $342K | Buy |
+9,889
| New | +$342K | 0.05% | 97 |
|