Private Wealth Advisors (Pennsylvania)’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-5,462
| Closed | -$207K | – | 128 |
|
2017
Q3 | $207K | Sell |
5,462
-525
| -9% | -$19.9K | 0.09% | 122 |
|
2017
Q2 | $231K | Buy |
5,987
+395
| +7% | +$15.2K | 0.1% | 117 |
|
2017
Q1 | $209K | Buy |
+5,592
| New | +$209K | 0.09% | 119 |
|
2016
Q3 | – | Sell |
-5,592
| Closed | -$211K | – | 117 |
|
2016
Q2 | $211K | Hold |
5,592
| – | – | 0.1% | 114 |
|
2016
Q1 | $213K | Buy |
+5,592
| New | +$213K | 0.11% | 112 |
|
2015
Q1 | – | Sell |
-7,243
| Closed | -$245K | – | 134 |
|
2014
Q4 | $245K | Sell |
7,243
-859
| -11% | -$29.1K | 0.12% | 116 |
|
2014
Q3 | $248K | Hold |
8,102
| – | – | 0.13% | 111 |
|
2014
Q2 | $268K | Sell |
8,102
-145
| -2% | -$4.8K | 0.14% | 105 |
|
2014
Q1 | $255K | Hold |
8,247
| – | – | 0.14% | 107 |
|
2013
Q4 | $231K | Hold |
8,247
| – | – | 0.13% | 107 |
|
2013
Q3 | $233K | Hold |
8,247
| – | – | 0.14% | 104 |
|
2013
Q2 | $232K | Buy |
+8,247
| New | +$232K | 0.14% | 106 |
|