Bartlett & Co Wealth Management’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Sell |
260
-35
| -12% | -$1.44K | ﹤0.01% | 913 |
|
|
2025
Q1 | $13.3K | Hold |
295
| – | – | ﹤0.01% | 883 |
|
|
2024
Q4 | $13K | Hold |
295
| – | – | ﹤0.01% | 879 |
|
|
2024
Q3 | $14.3K | Hold |
295
| – | – | ﹤0.01% | 870 |
|
|
2024
Q2 | $12.9K | Sell |
295
-105
| -26% | -$4.6K | ﹤0.01% | 888 |
|
|
2024
Q1 | $17K | Hold |
400
| – | – | ﹤0.01% | 839 |
|
|
2023
Q4 | $17.6K | Hold |
400
| – | – | ﹤0.01% | 904 |
|
|
2023
Q3 | $16.4K | Hold |
400
| – | – | ﹤0.01% | 859 |
|
|
2023
Q2 | $18.9K | Hold |
400
| – | – | ﹤0.01% | 833 |
|
|
2023
Q1 | $19.7K | Hold |
400
| – | – | ﹤0.01% | 716 |
|
|
2022
Q4 | $19.8K | Buy |
+400
| New | +$19.8K | ﹤0.01% | 722 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | -$648 | – | 1172 |
|
|
2020
Q4 | $648 | Buy |
+15
| New | +$648 | ﹤0.01% | 1114 |
|