SWM
Selective Wealth Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$3K | – | 571 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 644 |
|
|
2022
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 673 |
|
|
2020
Q2 | – | Sell |
-1,629
| Closed | -$40K | – | 428 |
|
|
2020
Q1 | $40K | Hold |
1,629
| – | – | 0.06% | 72 |
|
|
2019
Q4 | $58K | Hold |
1,629
| – | – | 0.07% | 71 |
|
|
2019
Q3 | $51K | Buy |
+1,629
| New | +$51K | 0.07% | 77 |
|
|
2018
Q3 | $48K | Buy |
+1,629
| New | +$48K | 0.57% | 36 |
|