SFP
PPLI

Sweet Financial Partners’s People Inc PPLI Stock Holding History

Sweet Financial Partners’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$484K Hold
10,971
– – 0.1% 127
2024
Q2 		$422K Hold
10,971
– – 0.1% 132
2024
Q1 		$480K Hold
10,971
– – 0.11% 126
2023
Q4 		$471K Hold
10,971
– – 0.11% 125
2023
Q3 		$454K Hold
10,971
– – 0.12% 111
2023
Q2 		$565K Hold
10,971
– – 0.15% 99
2023
Q1 		$464K Hold
10,971
– – 0.13% 109
2022
Q4 		$400K Buy
+10,971
New +$434K 0.12% 114

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