LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-550
| Closed | -$15.3K | – | 657 |
|
|
2023
Q1 | $15.3K | Hold |
550
| – | – | ﹤0.01% | 490 |
|
|
2022
Q4 | $16.1K | Buy |
+550
| New | +$16.1K | ﹤0.01% | 476 |
|
|
2022
Q3 | – | Sell |
-2,655
| Closed | -$72K | – | 627 |
|
|
2022
Q2 | $72K | Buy |
+2,655
| New | +$72K | ﹤0.01% | 391 |
|
|
2019
Q2 | – | Sell |
-30
| Closed | – | – | 753 |
|
|
2019
Q1 | $0 | Buy |
+30
| New | – | ﹤0.01% | 745 |
|
|
2016
Q4 | – | Sell |
-824
| Closed | -$28K | – | 610 |
|
|
2016
Q3 | $28K | Hold |
824
| – | – | ﹤0.01% | 448 |
|
|
2016
Q2 | $31K | Buy |
+824
| New | +$31K | ﹤0.01% | 441 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$6K | – | 667 |
|
|
2015
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 575 |
|
|
2015
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 575 |
|
|
2015
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 583 |
|
|
2014
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 584 |
|
|
2014
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 558 |
|
|
2014
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 577 |
|
|
2014
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 562 |
|
|
2013
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 550 |
|
|
2013
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 512 |
|
|
2013
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 558 |
|