Plotkin Financial Advisors’s PortfolioPlus S&P 500 ETF PPLC Stock Holding History

Plotkin Financial Advisors’s Portfolio PPLC Stock Details PPLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-18,439	Closed	-$761K	–	72
2020 Q2	$761K	Buy	18,439 +4,281	+30%	+$165K	0.65%	31
2020 Q1	$460K	Buy	14,158 +6,539	+86%	+$271K	0.56%	32
2019 Q4	$339K	Buy	+7,619	New	+$322K	0.32%	47

Plotkin Financial Advisors's PPLC Position: Q3 2020 in Review

Plotkin Financial Advisors sold out of PortfolioPlus S&P 500 ETF (PPLC) in Q3 2020, closing a stake of 18,439 shares — an estimated $761K sold.

Plotkin Financial Advisors first reported a position in PPLC in Q4 2019 and held it in 3 quarters. The position peaked at $761K in Q2 2020. 0 funds tracked by Wall St. Rank hold PPLC as of Q3 2020.

Plotkin Financial Advisors reported no remaining PortfolioPlus S&P 500 ETF position as of Q3 2020 after selling out during the quarter.
Plotkin Financial Advisors sold 18,439 PortfolioPlus S&P 500 ETF shares in Q3 2020, an estimated $761K.
Plotkin Financial Advisors first reported a position in PortfolioPlus S&P 500 ETF in Q4 2019 and held it in 3 quarters.
Plotkin Financial Advisors's PortfolioPlus S&P 500 ETF position peaked at $761K in Q2 2020.
0 funds tracked by Wall St. Rank held PortfolioPlus S&P 500 ETF as of Q3 2020.

Based on Plotkin Financial Advisors's 13F filing for Q3 2020, filed 15 Nov 2024.