Liberty Wealth Management’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,415
| Closed | -$68K | – | 854 |
|
|
2021
Q3 | $68K | Buy |
2,415
+1,234
| +104% | +$34.7K | 0.02% | 363 |
|
|
2021
Q2 | $33K | Buy |
1,181
+17
| +1% | +$475 | 0.01% | 405 |
|
|
2021
Q1 | $32K | Hold |
1,164
| – | – | 0.02% | 375 |
|
|
2020
Q4 | $32K | Buy |
1,164
+546
| +88% | +$15K | 0.02% | 372 |
|
|
2020
Q3 | $17K | Sell |
618
-183
| -23% | -$5.03K | 0.01% | 430 |
|
|
2020
Q2 | $21K | Sell |
801
-387
| -33% | -$10.1K | 0.01% | 376 |
|
|
2020
Q1 | $29K | Sell |
1,188
-77
| -6% | -$1.88K | 0.03% | 294 |
|
|
2019
Q4 | $45K | Buy |
1,265
+99
| +8% | +$3.52K | 0.04% | 266 |
|
|
2019
Q3 | $37K | Sell |
1,166
-747
| -39% | -$23.7K | 0.04% | 289 |
|
|
2019
Q2 | $59K | Buy |
1,913
+770
| +67% | +$23.7K | 0.05% | 225 |
|
|
2019
Q1 | $36K | Buy |
1,143
+164
| +17% | +$5.17K | 0.03% | 259 |
|
|
2018
Q4 | $27K | Buy |
+979
| New | +$27K | 0.02% | 284 |
|