Personal Capital Advisors’s People Inc PPLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,704
| Closed | -$201K | – | 497 |
|
|
2021
Q1 | $201K | Sell |
1,704
-507
| -23% | -$63K | ﹤0.01% | 463 |
|
|
2020
Q4 | $229K | Sell |
2,211
-973
| -31% | -$74.6K | ﹤0.01% | 425 |
|
|
2020
Q3 | $208K | Sell |
3,184
-936,162
| -100% | -$64.2M | ﹤0.01% | 393 |
|
|
2020
Q2 | $54.3M | Sell |
939,346
-1,007
| -0.1% | -$44.7K | 0.45% | 44 |
|
|
2020
Q1 | $30.2M | Buy |
940,353
+67,598
| +8% | +$2.68M | 0.3% | 79 |
|
|
2019
Q4 | $38.9M | Buy |
872,755
+32,286
| +4% | +$1.3M | 0.33% | 80 |
|
|
2019
Q3 | $32.7M | Buy |
840,469
+14,598
| +2% | +$623K | 0.31% | 83 |
|
|
2019
Q2 | $32.1M | Buy |
825,871
+25,448
| +3% | +$1.02M | 0.33% | 78 |
|
|
2019
Q1 | $30.1M | Sell |
800,423
-202,073
| -20% | -$7.48M | 0.34% | 79 |
|
|
2018
Q4 | $32.8M | Sell |
1,002,496
-14,581
| -1% | -$489K | 0.44% | 52 |
|
|
2018
Q3 | $39.4M | Buy |
1,017,077
+6,927
| +0.7% | +$225K | 0.51% | 43 |
|
|
2018
Q2 | $27.5M | Buy |
1,010,150
+25,028
| +3% | +$685K | 0.39% | 70 |
|
|
2018
Q1 | $27.5M | Sell |
985,122
-198,223
| -17% | -$5.22M | 0.43% | 62 |
|
|
2017
Q4 | $25.9M | Buy |
1,183,345
+26,858
| +2% | +$601K | 0.44% | 58 |
|
|
2017
Q3 | $24.3M | Buy |
1,156,487
+177,694
| +18% | +$3.45M | 0.47% | 54 |
|
|
2017
Q2 | $18.1M | Buy |
978,793
+69,976
| +8% | +$1.19M | 0.4% | 75 |
|
|
2017
Q1 | $12M | Buy |
908,817
+87,434
| +11% | +$1.14M | 0.3% | 88 |
|
|
2016
Q4 | $9.51M | Buy |
821,383
+78,033
| +10% | +$914K | 0.28% | 92 |
|
|
2016
Q3 | $8.36M | Buy |
743,350
+158,165
| +27% | +$1.67M | 0.28% | 92 |
|
|
2016
Q2 | $5.89M | Buy |
585,185
+39,661
| +7% | +$367K | 0.23% | 94 |
|
|
2016
Q1 | $4.59M | Buy |
545,524
+158,417
| +41% | +$1.36M | 0.21% | 91 |
|
|
2015
Q4 | $4.15M | Buy |
387,107
+73,199
| +23% | +$847K | 0.23% | 93 |
|
|
2015
Q3 | $3.66M | Buy |
+313,908
| New | +$4.17M | 0.24% | 92 |
|
Other funds holding PPLI
DSA
N
SP
