Wealthspire Advisors (Maryland)’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,773
| Closed | -$207K | – | 491 |
|
|
2019
Q4 | $207K | Buy |
+5,773
| New | +$207K | 0.01% | 464 |
|
|
2019
Q2 | – | Sell |
-4,589
| Closed | -$146K | – | 1649 |
|
|
2019
Q1 | $146K | Buy |
4,589
+673
| +17% | +$21.4K | 0.01% | 523 |
|
|
2018
Q4 | $111K | Buy |
3,916
+284
| +8% | +$8.05K | 0.01% | 572 |
|
|
2018
Q3 | $106K | Sell |
3,632
-314
| -8% | -$9.16K | 0.01% | 660 |
|
|
2018
Q2 | $113K | Sell |
3,946
-345
| -8% | -$9.88K | 0.01% | 657 |
|
|
2018
Q1 | $121K | Sell |
4,291
-1,404
| -25% | -$39.6K | 0.01% | 638 |
|
|
2017
Q4 | $176K | Buy |
5,695
+1,687
| +42% | +$52.1K | 0.02% | 532 |
|
|
2017
Q3 | $152K | Buy |
4,008
+28
| +0.7% | +$1.06K | 0.02% | 565 |
|
|
2017
Q2 | $154K | Buy |
3,980
+2,401
| +152% | +$92.9K | 0.02% | 543 |
|
|
2017
Q1 | $59K | Buy |
1,579
+659
| +72% | +$24.6K | 0.01% | 762 |
|
|
2016
Q4 | $31K | Sell |
920
-7,012
| -88% | -$236K | ﹤0.01% | 900 |
|
|
2016
Q3 | $274K | Buy |
7,932
+38
| +0.5% | +$1.31K | 0.04% | 298 |
|
|
2016
Q2 | $298K | Sell |
7,894
-3
| -0% | -$113 | 0.05% | 255 |
|
|
2016
Q1 | $301K | Buy |
7,897
+8
| +0.1% | +$305 | 0.05% | 254 |
|
|
2015
Q4 | $269K | Buy |
+7,889
| New | +$269K | 0.05% | 280 |
|