Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Hold
0
4392
2024
Q2
Hold
0
4637
2024
Q1
Hold
0
5073
2023
Q4
Sell
-22,261
Closed -$565K 5118
2023
Q3
$524K Buy
22,261
+12,816
+136% +$331K 0.03% 2343
2023
Q2
$250K Buy
+9,445
New +$260K 0.02% 2733
2023
Q1
Hold
0
5204
2022
Q4
Hold
0
5376
2022
Q3
Sell
-9,445
Closed -$270K 6159
2022
Q2
$250K Buy
+9,445
New +$271K 0.01% 4563
2022
Q1
Hold
0
6210
2021
Q4
Hold
0
6059
2021
Q3
Sell
-1,360
Closed -$39.2K 5988
2021
Q2
$38K Buy
+1,360
New +$39.3K ﹤0.01% 4637
2021
Q1
Hold
0
5750
2020
Q4
Hold
0
5341
2020
Q3
Hold
0
5069
2020
Q2
Sell
-5,260
Closed -$137K 5029
2020
Q1
$130K Sell
5,260
-7,659
-59% -$247K 0.01% 3145
2019
Q4
$464K Buy
+12,919
New +$433K 0.02% 2028
2019
Q3
Sell
-5,446
Closed -$165K 4521
2019
Q2
$169K Sell
5,446
-4,078
-43% -$126K 0.01% 2936
2019
Q1
$302K Buy
9,524
+6,628
+229% +$206K 0.01% 2704
2018
Q4
$82K Buy
+2,896
New +$88K ﹤0.01% 3475
2018
Q3
Hold
0
4522

Other funds holding PPL