TCI Wealth Advisors’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-751
| Closed | -$20.9K | – | 1695 |
|
|
2023
Q1 | $20.9K | Buy |
751
+519
| +224% | +$14.7K | ﹤0.01% | 681 |
|
|
2022
Q4 | $6.78K | Sell |
232
-258
| -53% | -$7.09K | ﹤0.01% | 1335 |
|
|
2022
Q3 | $12K | Sell |
490
-17
| -3% | -$487 | ﹤0.01% | 923 |
|
|
2022
Q2 | $14K | Buy |
507
+274
| +118% | +$7.87K | ﹤0.01% | 815 |
|
|
2022
Q1 | $7K | Sell |
233
-62
| -21% | -$1.75K | ﹤0.01% | 1341 |
|
|
2021
Q4 | $9K | Hold |
295
| – | – | ﹤0.01% | 1273 |
|
|
2021
Q3 | $8K | Buy |
295
+7
| +2% | +$202 | ﹤0.01% | 1280 |
|
|
2021
Q2 | $8K | Buy |
288
+57
| +25% | +$1.65K | ﹤0.01% | 1131 |
|
|
2021
Q1 | $7K | Buy |
231
+195
| +542% | +$5.46K | ﹤0.01% | 1076 |
|
|
2020
Q4 | $1K | Buy |
36
+5
| +16% | +$142 | ﹤0.01% | 1434 |
|
|
2020
Q3 | $1K | Buy |
+31
| New | +$836 | ﹤0.01% | 1396 |
|
|
2020
Q2 | – | Sell |
-18
| Closed | – | – | 1623 |
|
|
2020
Q1 | $0 | Sell |
18
-165
| -90% | -$5.32K | ﹤0.01% | 1697 |
|
|
2019
Q4 | $7K | Buy |
183
+35
| +24% | +$1.17K | ﹤0.01% | 784 |
|
|
2019
Q3 | $5K | Hold |
148
| – | – | ﹤0.01% | 820 |
|
|
2019
Q2 | $5K | Sell |
148
-63
| -30% | -$1.95K | ﹤0.01% | 777 |
|
|
2019
Q1 | $7K | Sell |
211
-241
| -53% | -$7.49K | ﹤0.01% | 710 |
|
|
2018
Q4 | $13K | Buy |
452
+357
| +376% | +$10.8K | 0.01% | 571 |
|
|
2018
Q3 | $3K | Hold |
95
| – | – | ﹤0.01% | 942 |
|
|
2018
Q2 | $3K | Sell |
95
-88
| -48% | -$2.44K | ﹤0.01% | 964 |
|
|
2018
Q1 | $5K | Sell |
183
-394
| -68% | -$11.7K | ﹤0.01% | 744 |
|
|
2017
Q4 | $18K | Sell |
577
-44
| -7% | -$1.58K | 0.01% | 517 |
|
|
2017
Q3 | $24K | Buy |
621
+44
| +8% | +$1.7K | 0.01% | 432 |
|
|
2017
Q2 | $22K | Hold |
577
| – | – | 0.01% | 453 |
|
|
2017
Q1 | $22K | Sell |
577
-97
| -14% | -$3.47K | 0.01% | 434 |
|
|
2016
Q4 | $23K | Buy |
674
+416
| +161% | +$14K | 0.01% | 459 |
|
|
2016
Q3 | $9K | Buy |
258
+35
| +16% | +$1.26K | ﹤0.01% | 608 |
|
|
2016
Q2 | $8K | Sell |
223
-259
| -54% | -$9.86K | ﹤0.01% | 622 |
|
|
2016
Q1 | $18K | Buy |
482
+334
| +226% | +$11.9K | 0.01% | 465 |
|
|
2015
Q4 | $5K | Hold |
148
| – | – | ﹤0.01% | 720 |
|
|
2015
Q3 | $5K | Hold |
148
| – | – | ﹤0.01% | 636 |
|
|
2015
Q2 | $4K | Sell |
148
-11
| -7% | -$344 | ﹤0.01% | 692 |
|
|
2015
Q1 | $5K | Hold |
159
| – | – | ﹤0.01% | 575 |
|
|
2014
Q4 | $5K | Hold |
159
| – | – | ﹤0.01% | 568 |
|
|
2014
Q3 | $5K | Hold |
159
| – | – | ﹤0.01% | 569 |
|
|
2014
Q2 | $5K | Buy |
159
+16
| +11% | +$504 | ﹤0.01% | 593 |
|
|
2014
Q1 | $4K | Hold |
143
| – | – | ﹤0.01% | 608 |
|
|
2013
Q4 | $4K | Hold |
143
| – | – | ﹤0.01% | 601 |
|
|
2013
Q3 | $4K | Hold |
143
| – | – | ﹤0.01% | 525 |
|
|
2013
Q2 | $4K | Buy |
+143
| New | +$4.13K | ﹤0.01% | 495 |
|
Other funds holding PPL
