Carson Wealth (CWM LLC)’s Portland General Electric POR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
25,852
+2,490
| +11% | +$101K | ﹤0.01% | 1224 |
|
|
2025
Q1 | $1.04M | Buy |
23,362
+1,707
| +8% | +$76.1K | ﹤0.01% | 1101 |
|
|
2024
Q4 | $945K | Sell |
21,655
-936
| -4% | -$40.8K | ﹤0.01% | 1113 |
|
|
2024
Q3 | $1.08M | Sell |
22,591
-129
| -0.6% | -$6.18K | ﹤0.01% | 981 |
|
|
2024
Q2 | $982K | Sell |
22,720
-1,055
| -4% | -$45.6K | ﹤0.01% | 897 |
|
|
2024
Q1 | $999K | Sell |
23,775
-641
| -3% | -$26.9K | ﹤0.01% | 852 |
|
|
2023
Q4 | $1.06M | Sell |
24,416
-979
| -4% | -$42.4K | 0.01% | 783 |
|
|
2023
Q3 | $1.03M | Sell |
25,395
-628
| -2% | -$25.4K | 0.01% | 740 |
|
|
2023
Q2 | $1.22M | Sell |
26,023
-270
| -1% | -$12.6K | 0.01% | 637 |
|
|
2023
Q1 | $1.29M | Buy |
26,293
+535
| +2% | +$26.1K | 0.01% | 583 |
|
|
2022
Q4 | $1.26M | Buy |
25,758
+725
| +3% | +$35.5K | 0.01% | 544 |
|
|
2022
Q3 | $1.09M | Sell |
25,033
-862
| -3% | -$37.5K | 0.01% | 539 |
|
|
2022
Q2 | $1.25M | Sell |
25,895
-947
| -4% | -$45.8K | 0.01% | 510 |
|
|
2022
Q1 | $1.48M | Buy |
26,842
+26,019
| +3,161% | +$1.43M | 0.01% | 468 |
|
|
2021
Q4 | $44K | Buy |
+823
| New | +$44K | ﹤0.01% | 1626 |
|
|
2021
Q2 | $14K | Hold |
302
| – | – | ﹤0.01% | 1957 |
|
|
2021
Q1 | $14K | Hold |
302
| – | – | ﹤0.01% | 1957 |
|
|
2020
Q4 | $14K | Hold |
302
| – | – | ﹤0.01% | 1957 |
|
|
2020
Q3 | $14K | Hold |
302
| – | – | ﹤0.01% | 1957 |
|
|
2020
Q2 | $14K | Hold |
302
| – | – | ﹤0.01% | 1957 |
|
|
2020
Q1 | $14K | Hold |
302
| – | – | ﹤0.01% | 1957 |
|
|
2019
Q4 | $14K | Hold |
302
| – | – | ﹤0.01% | 1957 |
|
|
2019
Q3 | $14K | Hold |
302
| – | – | ﹤0.01% | 1957 |
|
|
2019
Q2 | $14K | Hold |
302
| – | – | ﹤0.01% | 1957 |
|
|
2019
Q1 | $14K | Sell |
302
-854
| -74% | -$39.6K | ﹤0.01% | 1957 |
|
|
2018
Q4 | $53K | Buy |
1,156
+1,136
| +5,680% | +$52.1K | ﹤0.01% | 868 |
|
|
2018
Q3 | $1K | Sell |
20
-24
| -55% | -$1.2K | ﹤0.01% | 1721 |
|
|
2018
Q2 | $2K | Buy |
44
+24
| +120% | +$1.09K | ﹤0.01% | 1406 |
|
|
2018
Q1 | $1K | Sell |
20
-50
| -71% | -$2.5K | ﹤0.01% | 1311 |
|
|
2017
Q4 | $3K | Buy |
70
+50
| +250% | +$2.14K | ﹤0.01% | 1218 |
|
|
2017
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1406 |
|
|
2017
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1124 |
|
|
2017
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1093 |
|