Summit Trail Advisors’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,352
| Closed | -$212K | – | 672 |
|
|
2024
Q3 | $212K | Buy |
+6,352
| New | +$212K | 0.01% | 659 |
|
|
2018
Q4 | – | Sell |
-3,585
| Closed | -$106K | – | 201 |
|
|
2018
Q3 | $106K | Buy |
3,585
+94
| +3% | +$2.78K | 0.02% | 267 |
|
|
2018
Q2 | $101K | Sell |
3,491
-9,224
| -73% | -$267K | 0.04% | 215 |
|
|
2018
Q1 | $179K | Buy |
12,715
+2,060
| +19% | +$29K | 0.03% | 380 |
|
|
2017
Q4 | $336K | Buy |
+10,655
| New | +$336K | 0.04% | 294 |
|