SDAM
Shulman DeMeo Asset Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,716
| Closed | -$277K | – | 120 |
|
|
2019
Q4 | $277K | Buy |
7,716
+20
| +0.3% | +$718 | 0.1% | 102 |
|
|
2019
Q3 | $242K | Buy |
7,696
+19
| +0.2% | +$597 | 0.08% | 114 |
|
|
2019
Q2 | $238K | Buy |
7,677
+420
| +6% | +$13K | 0.09% | 113 |
|
|
2019
Q1 | $230K | Buy |
7,257
+21
| +0.3% | +$666 | 0.09% | 109 |
|
|
2018
Q4 | $205K | Buy |
+7,236
| New | +$205K | 0.11% | 63 |
|