TrinityPoint Wealth’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,172
| Closed | -$233K | – | 306 |
|
|
2022
Q1 | $233K | Buy |
8,172
+601
| +8% | +$17.1K | 0.04% | 279 |
|
|
2021
Q4 | $228K | Buy |
+7,571
| New | +$228K | 0.04% | 284 |
|
|
2020
Q4 | – | Sell |
-27,082
| Closed | -$737K | – | 234 |
|
|
2020
Q3 | $737K | Hold |
27,082
| – | – | 0.2% | 112 |
|
|
2020
Q2 | $700K | Buy |
27,082
+464
| +2% | +$12K | 0.22% | 101 |
|
|
2020
Q1 | $657K | Buy |
26,618
+1,504
| +6% | +$37.1K | 0.26% | 101 |
|
|
2019
Q4 | $901K | Sell |
25,114
-3,988
| -14% | -$143K | 0.3% | 82 |
|
|
2019
Q3 | $974K | Buy |
+29,102
| New | +$974K | 0.34% | 78 |
|