Omnia 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 |
-2,080
| Closed | -$67K | – | 410 |
|
|
2019
Q1 | $67K | Hold |
2,080
| – | – | 0.03% | 141 |
|
|
2018
Q4 | $60K | Buy |
2,080
+89
| +4% | +$2.57K | 0.03% | 142 |
|
|
2018
Q3 | $59K | Sell |
1,991
-209
| -10% | -$6.19K | 0.03% | 149 |
|
|
2018
Q2 | $64K | Sell |
2,200
-2,020
| -48% | -$58.8K | 0.03% | 139 |
|
|
2018
Q1 | $121K | Sell |
4,220
-500
| -11% | -$14.3K | 0.06% | 113 |
|
|
2017
Q4 | $148K | Buy |
4,720
+203
| +4% | +$6.37K | 0.07% | 103 |
|
|
2017
Q3 | $173K | Sell |
4,517
-95
| -2% | -$3.64K | 0.08% | 95 |
|
|
2017
Q2 | $180K | Sell |
4,612
-2,371
| -34% | -$92.5K | 0.09% | 93 |
|
|
2017
Q1 | $264K | Buy |
6,983
+29
| +0.4% | +$1.1K | 0.13% | 72 |
|
|
2016
Q4 | $239K | Buy |
+6,954
| New | +$239K | 0.12% | 81 |
|