MWPCG
Measured Wealth Private Client Group’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-13,506
| Closed | -$378K | – | 172 |
|
|
2021
Q2 | $378K | Buy |
13,506
+3,492
| +35% | +$97.7K | 0.12% | 111 |
|
|
2021
Q1 | $289K | Buy |
+10,014
| New | +$289K | 0.1% | 118 |
|
|
2018
Q4 | – | Sell |
-5,276
| Closed | -$155K | – | 541 |
|
|
2018
Q3 | $155K | Buy |
+5,276
| New | +$155K | 0.09% | 178 |
|