LWM
LBA Wealth Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $197K | Sell |
5,273
-9
| -0.2% | -$336 | 0.1% | 106 |
|
|
2016
Q4 | $180K | Buy |
5,282
+547
| +12% | +$18.6K | 0.1% | 109 |
|
|
2016
Q3 | $164K | Hold |
4,735
| – | – | 0.09% | 118 |
|
|
2016
Q2 | $179K | Sell |
4,735
-405
| -8% | -$15.3K | 0.1% | 112 |
|
|
2016
Q1 | $196K | Hold |
5,140
| – | – | 0.11% | 109 |
|
|
2015
Q4 | $175K | Hold |
5,140
| – | – | 0.1% | 124 |
|
|
2015
Q3 | $169K | Hold |
5,140
| – | – | 0.11% | 117 |
|
|
2015
Q2 | $151K | Sell |
5,140
-500
| -9% | -$14.7K | 0.09% | 107 |
|
|
2015
Q1 | $190K | Sell |
5,640
-2,400
| -30% | -$80.9K | 0.12% | 103 |
|
|
2014
Q4 | $292K | Sell |
8,040
-2,175
| -21% | -$79K | 0.19% | 75 |
|
|
2014
Q3 | $335K | Hold |
10,215
| – | – | 0.23% | 58 |
|
|
2014
Q2 | $363K | Hold |
10,215
| – | – | 0.3% | 56 |
|
|
2014
Q1 | $339K | Hold |
10,215
| – | – | 0.28% | 59 |
|
|
2013
Q4 | $307K | Buy |
+10,215
| New | +$307K | 0.25% | 62 |
|