IAA
PPLC

Independent Advisor Alliance’s PortfolioPlus S&P 500 ETF PPLC Stock Holding History

Independent Advisor Alliance’s Portfolio PPLC Stock Details PPLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,568
Closed -$295K – 538
2020
Q2 		$295K Buy
+6,568
New +$295K 0.03% 367
2020
Q1 		– Sell
-116,854
Closed -$5.21M – 916
2019
Q4 		$5.21M Buy
116,854
+111,859
+2,239% +$4.98M 0.23% 103
2019
Q3 		$212K Buy
+4,995
New +$212K 0.03% 411