Mosaic Family Wealth’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,972
| Closed | -$63K | – | 498 |
|
|
2019
Q1 | $63K | Hold |
1,972
| – | – | 0.03% | 286 |
|
|
2018
Q4 | $56K | Hold |
1,972
| – | – | 0.02% | 296 |
|
|
2018
Q3 | $63K | Hold |
1,972
| – | – | 0.03% | 289 |
|
|
2018
Q2 | $56K | Hold |
1,972
| – | – | 0.02% | 296 |
|
|
2018
Q1 | $56K | Sell |
1,972
-124
| -6% | -$3.52K | 0.02% | 293 |
|
|
2017
Q4 | $65K | Hold |
2,096
| – | – | 0.02% | 288 |
|
|
2017
Q3 | $80K | Buy |
2,096
+556
| +36% | +$21.2K | 0.03% | 281 |
|
|
2017
Q2 | $60K | Hold |
1,540
| – | – | 0.03% | 297 |
|
|
2017
Q1 | $58K | Hold |
1,540
| – | – | 0.03% | 297 |
|
|
2016
Q4 | $52K | Hold |
1,540
| – | – | 0.02% | 315 |
|
|
2016
Q3 | $53K | Hold |
1,540
| – | – | 0.02% | 319 |
|
|
2016
Q2 | $59K | Hold |
1,540
| – | – | 0.03% | 310 |
|
|
2016
Q1 | $58K | Hold |
1,540
| – | – | 0.03% | 311 |
|
|
2015
Q4 | $52K | Buy |
+1,540
| New | +$52K | 0.02% | 317 |
|