SWA
Sax Wealth Advisors’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,769
| Closed | -$349K | – | 175 |
|
|
2022
Q3 | $349K | Sell |
13,769
-6,884
| -33% | -$174K | 0.09% | 119 |
|
|
2022
Q2 | $560K | Sell |
20,653
-1,500
| -7% | -$40.7K | 0.14% | 93 |
|
|
2022
Q1 | $633K | Hold |
22,153
| – | – | 0.15% | 89 |
|
|
2021
Q4 | $666K | Buy |
22,153
+550
| +3% | +$16.5K | 0.14% | 96 |
|
|
2021
Q3 | $602K | Buy |
21,603
+4,500
| +26% | +$125K | 0.14% | 96 |
|
|
2021
Q2 | $478K | Buy |
+17,103
| New | +$478K | 0.16% | 98 |
|