Rowland Carmichael Advisors’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-7,770
| Closed | -$211K | – | 386 |
|
|
2020
Q3 | $211K | Hold |
7,770
| – | – | 0.08% | 261 |
|
|
2020
Q2 | $201K | Buy |
+7,770
| New | +$201K | 0.09% | 261 |
|
|
2018
Q4 | – | Sell |
-6,900
| Closed | -$202K | – | 345 |
|
|
2018
Q3 | $202K | Buy |
+6,900
| New | +$202K | 0.08% | 266 |
|
|
2018
Q1 | – | Sell |
-6,900
| Closed | -$214K | – | 327 |
|
|
2017
Q4 | $214K | Hold |
6,900
| – | – | 0.11% | 238 |
|
|
2017
Q3 | $262K | Hold |
6,900
| – | – | 0.15% | 188 |
|
|
2017
Q2 | $267K | Hold |
6,900
| – | – | 0.15% | 175 |
|
|
2017
Q1 | $258K | Sell |
6,900
-1,000
| -13% | -$37.4K | 0.16% | 173 |
|
|
2016
Q4 | $269K | Buy |
+7,900
| New | +$269K | 0.16% | 177 |
|