MCIA
Mountain Capital Investment Advisors’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-36,922
| Closed | -$1.11M | – | 108 |
|
|
2021
Q4 | $1.11M | Buy |
36,922
+9,149
| +33% | +$274K | 0.5% | 73 |
|
|
2021
Q3 | $788K | Buy |
27,773
+213
| +0.8% | +$6.04K | 0.42% | 90 |
|
|
2021
Q2 | $776K | Sell |
27,560
-3,174
| -10% | -$89.4K | 0.36% | 87 |
|
|
2021
Q1 | $882K | Buy |
30,734
+4,574
| +17% | +$131K | 0.44% | 89 |
|
|
2020
Q4 | $726K | Buy |
+26,160
| New | +$726K | 0.44% | 79 |
|
|
2017
Q4 | – | Sell |
-269
| Closed | -$10K | – | 329 |
|
|
2017
Q3 | $10K | Hold |
269
| – | – | 0.01% | 274 |
|
|
2017
Q2 | $10K | Buy |
+269
| New | +$10K | 0.01% | 300 |
|