SWM
SVA Wealth Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-9,672
| Closed | -$367K | – | 228 |
|
|
2018
Q1 | $367K | Buy |
9,672
+1,565
| +19% | +$59.4K | 0.05% | 162 |
|
|
2017
Q4 | $251K | Sell |
8,107
-1,565
| -16% | -$48.5K | 0.03% | 189 |
|
|
2017
Q3 | $367K | Sell |
9,672
-408
| -4% | -$15.5K | 0.05% | 162 |
|
|
2017
Q2 | $390K | Buy |
10,080
+1,000
| +11% | +$38.7K | 0.05% | 151 |
|
|
2017
Q1 | $340K | Sell |
9,080
-1,384
| -13% | -$51.8K | 0.05% | 155 |
|
|
2016
Q4 | $356K | Hold |
10,464
| – | – | 0.05% | 157 |
|
|
2016
Q3 | $362K | Sell |
10,464
-1,650
| -14% | -$57.1K | 0.06% | 153 |
|
|
2016
Q2 | $457K | Hold |
12,114
| – | – | 0.07% | 144 |
|
|
2016
Q1 | $461K | Sell |
12,114
-2,400
| -17% | -$91.3K | 0.08% | 146 |
|
|
2015
Q4 | $495K | Sell |
14,514
-38,713
| -73% | -$1.32M | 0.09% | 148 |
|
|
2015
Q3 | $1.75M | Sell |
53,227
-3,878
| -7% | -$128K | 0.33% | 82 |
|
|
2015
Q2 | $1.68M | Buy |
57,105
+1,750
| +3% | +$51.6K | 0.31% | 89 |
|
|
2015
Q1 | $1.86M | Buy |
55,355
+34,188
| +162% | +$1.15M | 0.34% | 84 |
|
|
2014
Q4 | $769K | Buy |
21,167
+1,693
| +9% | +$61.5K | 0.28% | 85 |
|
|
2014
Q3 | $640K | Buy |
19,474
+3,748
| +24% | +$123K | 0.27% | 87 |
|
|
2014
Q2 | $559K | Buy |
15,726
+2,086
| +15% | +$74.1K | 0.24% | 92 |
|
|
2014
Q1 | $452K | Buy |
+13,640
| New | +$452K | 0.21% | 100 |
|