Belpointe Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-15
| Closed | -$719 | – | 933 |
|
2024
Q3 | $719 | Hold |
15
| – | – | ﹤0.01% | 904 |
|
2024
Q2 | $645 | Buy |
+15
| New | +$645 | ﹤0.01% | 828 |
|
2023
Q2 | – | Sell |
-340
| Closed | -$16.6K | – | 2604 |
|
2023
Q1 | $16.6K | Buy |
340
+196
| +136% | +$9.59K | ﹤0.01% | 2415 |
|
2022
Q4 | $7.05K | Buy |
+144
| New | +$7.05K | ﹤0.01% | 2793 |
|