Perigon Wealth Management’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-963
| Closed | -$27K | – | 886 |
|
|
2020
Q4 | $27K | Buy |
+963
| New | +$27K | ﹤0.01% | 927 |
|
|
2018
Q2 | – | Sell |
-4,505
| Closed | -$129K | – | 509 |
|
|
2018
Q1 | $129K | Hold |
4,505
| – | – | 0.05% | 211 |
|
|
2017
Q4 | $141K | Hold |
4,505
| – | – | 0.05% | 173 |
|
|
2017
Q3 | $173K | Hold |
4,505
| – | – | 0.06% | 211 |
|
|
2017
Q2 | $176K | Hold |
4,505
| – | – | 0.04% | 250 |
|
|
2017
Q1 | $170K | Hold |
4,505
| – | – | 0.04% | 264 |
|
|
2016
Q4 | $165K | Buy |
+4,505
| New | +$165K | 0.04% | 254 |
|
|
2016
Q3 | – | Sell |
-4,505
| Closed | -$170K | – | 632 |
|
|
2016
Q2 | $170K | Hold |
4,505
| – | – | 0.05% | 207 |
|
|
2016
Q1 | $172K | Buy |
+4,505
| New | +$172K | 0.05% | 147 |
|