Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,480
Closed -$208K 270
2023
Q1
$208K Buy
7,480
+10
+0.1% +$283 0.02% 237
2022
Q4
$225K Buy
+7,470
New +$205K 0.02% 168
2022
Q3
Sell
-7,471
Closed -$203K 223
2022
Q2
$203K Hold
7,471
0.02% 208
2022
Q1
$213K Buy
7,471
+1
+0% +$28 0.02% 198
2021
Q4
$225K Hold
7,470
0.02% 168
2021
Q3
$208K Hold
7,470
0.02% 168
2021
Q2
$214K Hold
7,470
0.02% 162
2021
Q1
$215K Sell
7,470
-7,000
-48% -$196K 0.03% 148
2020
Q4
$402K Buy
+14,470
New +$411K 0.06% 97
2018
Q4
Sell
-160
Closed -$5K 459
2018
Q3
$5K Hold
160
﹤0.01% 418
2018
Q2
$5K Sell
160
-2,284
-93% -$63.2K ﹤0.01% 399
2018
Q1
$69K Buy
+2,444
New +$72.8K 0.03% 128

Other funds holding PPL