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Baystate Wealth Management’s Portland General Electric POR Stock Holding History

Baystate Wealth Management’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$87 Hold
2
– – ﹤0.01% 1297
2023
Q3 		$81 Buy
+2
New +$91 ﹤0.01% 1007

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JP Morgan Chase
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Baystate Wealth Management's POR Position: Q4 2023 in Review

Baystate Wealth Management held its Portland General Electric (POR) position steady in Q4 2023 at 2 shares worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Baystate Wealth Management first reported a position in POR in Q3 2023 and has held it in 2 quarters since. 390 funds tracked by Wall St. Rank hold POR as of Q4 2023.

  • Baystate Wealth Management held 2 shares of Portland General Electric worth $87 as of Q4 2023.
  • Baystate Wealth Management left its Portland General Electric share count unchanged in Q4 2023.
  • Portland General Electric made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1297 holding.
  • Baystate Wealth Management first reported a position in Portland General Electric in Q3 2023 and has held it in 2 quarters since.
  • 390 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.