Mark Sheptoff Financial Planning’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-500
| Closed | -$14K | – | 424 |
|
|
2021
Q1 | $14K | Hold |
500
| – | – | 0.01% | 264 |
|
|
2020
Q4 | $14K | Hold |
500
| – | – | 0.01% | 250 |
|
|
2020
Q3 | $14K | Hold |
500
| – | – | 0.01% | 212 |
|
|
2020
Q2 | $13K | Sell |
500
-300
| -38% | -$7.8K | 0.01% | 237 |
|
|
2020
Q1 | $20K | Hold |
800
| – | – | 0.02% | 180 |
|
|
2019
Q4 | $29K | Hold |
800
| – | – | 0.02% | 188 |
|
|
2019
Q3 | $25K | Hold |
800
| – | – | 0.02% | 195 |
|
|
2019
Q2 | $25K | Hold |
800
| – | – | 0.02% | 201 |
|
|
2019
Q1 | $25K | Hold |
800
| – | – | 0.02% | 200 |
|
|
2018
Q4 | $23K | Buy |
+800
| New | +$23K | 0.02% | 186 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$6K | – | 377 |
|
|
2018
Q2 | $6K | Sell |
200
-800
| -80% | -$24K | ﹤0.01% | 309 |
|
|
2018
Q1 | $28K | Hold |
1,000
| – | – | 0.02% | 208 |
|
|
2017
Q4 | $31K | Hold |
1,000
| – | – | 0.02% | 208 |
|
|
2017
Q3 | $38K | Hold |
1,000
| – | – | 0.03% | 194 |
|
|
2017
Q2 | $39K | Sell |
1,000
-1
| -0.1% | -$39 | 0.03% | 188 |
|
|
2017
Q1 | $37K | Buy |
1,001
+1
| +0.1% | +$37 | 0.03% | 193 |
|
|
2016
Q4 | $34K | Hold |
1,000
| – | – | 0.03% | 198 |
|
|
2016
Q3 | $35K | Hold |
1,000
| – | – | 0.03% | 190 |
|
|
2016
Q2 | $38K | Hold |
1,000
| – | – | 0.03% | 174 |
|
|
2016
Q1 | $38K | Hold |
1,000
| – | – | 0.03% | 167 |
|
|
2015
Q4 | $34K | Hold |
1,000
| – | – | 0.03% | 191 |
|
|
2015
Q3 | $33K | Hold |
1,000
| – | – | 0.03% | 185 |
|
|
2015
Q2 | $29K | Sell |
1,000
-74
| -7% | -$2.15K | 0.02% | 200 |
|
|
2015
Q1 | $34K | Hold |
1,074
| – | – | 0.03% | 190 |
|
|
2014
Q4 | $36K | Hold |
1,074
| – | – | 0.03% | 188 |
|
|
2014
Q3 | $33K | Hold |
1,074
| – | – | 0.03% | 193 |
|
|
2014
Q2 | $36K | Hold |
1,074
| – | – | 0.03% | 193 |
|
|
2014
Q1 | $33K | Buy |
+1,074
| New | +$33K | 0.03% | 209 |
|