IWA
IVC Wealth Advisors’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,879
| Closed | -$208K | – | 160 |
|
|
2023
Q2 | $208K | Buy |
7,879
+400
| +5% | +$10.6K | 0.13% | 142 |
|
|
2023
Q1 | $208K | Hold |
7,479
| – | – | 0.15% | 136 |
|
|
2022
Q4 | $219K | Sell |
7,479
-601
| -7% | -$17.6K | 0.16% | 135 |
|
|
2022
Q3 | $205K | Hold |
8,080
| – | – | 0.17% | 136 |
|
|
2022
Q2 | $219K | Sell |
8,080
-322
| -4% | -$8.73K | 0.17% | 130 |
|
|
2022
Q1 | $240K | Sell |
8,402
-1,229
| -13% | -$35.1K | 0.16% | 132 |
|
|
2021
Q4 | $290K | Sell |
9,631
-100
| -1% | -$3.01K | 0.19% | 111 |
|
|
2021
Q3 | $271K | Buy |
9,731
+167
| +2% | +$4.65K | 0.19% | 113 |
|
|
2021
Q2 | $268K | Sell |
9,564
-170
| -2% | -$4.76K | 0.19% | 116 |
|
|
2021
Q1 | $281K | Sell |
9,734
-200
| -2% | -$5.77K | 0.22% | 99 |
|
|
2020
Q4 | $280K | Buy |
+9,934
| New | +$280K | 0.27% | 94 |
|