Kingswood Wealth Advisors’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,399
| Closed | -$278K | – | 880 |
|
|
2024
Q3 | $278K | Sell |
8,399
-2,511
| -23% | -$83.1K | 0.02% | 599 |
|
|
2024
Q2 | $302K | Buy |
10,910
+309
| +3% | +$8.54K | 0.03% | 517 |
|
|
2024
Q1 | $292K | Sell |
10,601
-1,339
| -11% | -$36.9K | 0.03% | 487 |
|
|
2023
Q4 | $324K | Sell |
11,940
-14,137
| -54% | -$383K | 0.04% | 449 |
|
|
2023
Q3 | $614K | Buy |
+26,077
| New | +$614K | 0.11% | 207 |
|