ProVise Management Group’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-7,070
| Closed | -$202 | – | 336 |
|
2018
Q2 | $202 | Buy |
+7,070
| New | +$202 | 0.02% | 305 |
|
2018
Q1 | – | Sell |
-7,060
| Closed | -$219K | – | 319 |
|
2017
Q4 | $219K | Hold |
7,060
| – | – | 0.03% | 295 |
|
2017
Q3 | $267K | Buy |
7,060
+275
| +4% | +$10.4K | 0.04% | 272 |
|
2017
Q2 | $263K | Buy |
+6,785
| New | +$263K | 0.04% | 279 |
|