Rockefeller Financial Services’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 | $43K | Hold |
1,397
| – | – | ﹤0.01% | 422 |
|
|
2017
Q3 | $53K | Buy |
1,397
+880
| +170% | +$33.4K | ﹤0.01% | 418 |
|
|
2017
Q2 | $20K | Hold |
517
| – | – | ﹤0.01% | 412 |
|
|
2017
Q1 | $19K | Hold |
517
| – | – | ﹤0.01% | 428 |
|
|
2016
Q4 | $18K | Hold |
517
| – | – | ﹤0.01% | 453 |
|
|
2016
Q3 | $18K | Hold |
517
| – | – | ﹤0.01% | 424 |
|
|
2016
Q2 | $20K | Sell |
517
-1,216
| -70% | -$47K | ﹤0.01% | 430 |
|
|
2016
Q1 | $66K | Hold |
1,733
| – | – | ﹤0.01% | 400 |
|
|
2015
Q4 | $59K | Buy |
1,733
+1,216
| +235% | +$41.4K | ﹤0.01% | 417 |
|
|
2015
Q3 | $17K | Hold |
517
| – | – | ﹤0.01% | 463 |
|
|
2015
Q2 | $15K | Sell |
517
-682
| -57% | -$19.8K | ﹤0.01% | 425 |
|
|
2015
Q1 | $37K | Buy |
1,199
+644
| +116% | +$19.9K | ﹤0.01% | 430 |
|
|
2014
Q4 | $19K | Hold |
555
| – | – | ﹤0.01% | 434 |
|
|
2014
Q3 | $17K | Hold |
555
| – | – | ﹤0.01% | 436 |
|
|
2014
Q2 | $18K | Hold |
555
| – | – | ﹤0.01% | 479 |
|
|
2014
Q1 | $17K | Hold |
555
| – | – | ﹤0.01% | 464 |
|
|
2013
Q4 | $16K | Hold |
555
| – | – | ﹤0.01% | 450 |
|
|
2013
Q3 | $16K | Hold |
555
| – | – | ﹤0.01% | 456 |
|
|
2013
Q2 | $16K | Buy |
+555
| New | +$16K | ﹤0.01% | 452 |
|