Berman Capital Advisors’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $56K | Sell |
1,191
-1
| -0.1% | -$47 | 0.01% | 633 |
|
|
2021
Q2 | $54K | Buy |
1,192
+68
| +6% | +$3.08K | 0.01% | 541 |
|
|
2021
Q1 | $53K | Buy |
1,124
+510
| +83% | +$24K | 0.01% | 460 |
|
|
2020
Q4 | $26K | Buy |
614
+74
| +14% | +$3.13K | 0.01% | 603 |
|
|
2020
Q3 | $19K | Buy |
540
+363
| +205% | +$12.8K | 0.01% | 605 |
|
|
2020
Q2 | $7K | Sell |
177
-269
| -60% | -$10.6K | ﹤0.01% | 894 |
|
|
2020
Q1 | $21K | Buy |
446
+19
| +4% | +$895 | 0.01% | 483 |
|
|
2019
Q4 | $23K | Buy |
427
+1
| +0.2% | +$54 | 0.01% | 493 |
|
|
2019
Q3 | $24K | Hold |
426
| – | – | 0.01% | 461 |
|
|
2019
Q2 | $23K | Hold |
426
| – | – | 0.01% | 476 |
|
|
2019
Q1 | $22K | Buy |
426
+275
| +182% | +$14.2K | 0.01% | 433 |
|
|
2018
Q4 | $6K | Buy |
+151
| New | +$6K | ﹤0.01% | 640 |
|