TSWM
Triangle Securities Wealth Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,046
| Closed | -$248K | – | 164 |
|
|
2020
Q1 | $248K | Sell |
10,046
-5,014
| -33% | -$124K | 0.14% | 134 |
|
|
2019
Q4 | $540K | Sell |
15,060
-105
| -0.7% | -$3.77K | 0.23% | 110 |
|
|
2019
Q3 | $478K | Sell |
15,165
-240
| -2% | -$7.57K | 0.23% | 113 |
|
|
2019
Q2 | $478K | Sell |
15,405
-148
| -1% | -$4.59K | 0.24% | 103 |
|
|
2019
Q1 | $494K | Sell |
15,553
-314
| -2% | -$9.97K | 0.26% | 97 |
|
|
2018
Q4 | $450K | Buy |
15,867
+805
| +5% | +$22.8K | 0.27% | 96 |
|
|
2018
Q3 | $441K | Buy |
15,062
+446
| +3% | +$13.1K | 0.23% | 106 |
|
|
2018
Q2 | $417K | Buy |
+14,616
| New | +$417K | 0.23% | 105 |
|
|
2013
Q3 | – | Sell |
-2,300
| Closed | -$70K | – | 313 |
|
|
2013
Q2 | $70K | Buy |
+2,300
| New | +$70K | 0.05% | 215 |
|