Optimum Investment Advisors’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-200
| Closed | -$5K | – | 898 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 755 |
|
|
2020
Q1 | $5K | Sell |
200
-150
| -43% | -$3.75K | ﹤0.01% | 755 |
|
|
2019
Q4 | $13K | Hold |
350
| – | – | ﹤0.01% | 737 |
|
|
2019
Q3 | $11K | Hold |
350
| – | – | ﹤0.01% | 785 |
|
|
2019
Q2 | $11K | Hold |
350
| – | – | ﹤0.01% | 776 |
|
|
2019
Q1 | $11K | Hold |
350
| – | – | ﹤0.01% | 794 |
|
|
2018
Q4 | $10K | Hold |
350
| – | – | ﹤0.01% | 761 |
|
|
2018
Q3 | $10K | Hold |
350
| – | – | ﹤0.01% | 844 |
|
|
2018
Q2 | $10K | Hold |
350
| – | – | ﹤0.01% | 847 |
|
|
2018
Q1 | $10K | Buy |
+350
| New | +$10K | ﹤0.01% | 827 |
|
|
2015
Q1 | $113K | Sell |
3,607
-446
| -11% | -$14K | 0.04% | 360 |
|
|
2014
Q4 | $137K | Hold |
4,053
| – | – | 0.04% | 319 |
|
|
2014
Q3 | $124K | Hold |
4,053
| – | – | 0.04% | 324 |
|
|
2014
Q2 | $134K | Hold |
4,053
| – | – | 0.04% | 310 |
|
|
2014
Q1 | $125K | Buy |
4,053
+80
| +2% | +$2.47K | 0.05% | 274 |
|
|
2013
Q4 | $111K | Sell |
3,973
-1,878
| -32% | -$52.5K | 0.04% | 284 |
|
|
2013
Q3 | $166K | Buy |
+5,851
| New | +$166K | 0.07% | 226 |
|