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Charter Oak Capital Management’s Portland General Electric POR Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-365
Closed -$18K – 681
2022
Q2 		$18K Hold
365
– – ﹤0.01% 498
2022
Q1 		$20K Buy
365
+65
+22% +$3.42K ﹤0.01% 519
2021
Q4 		$16K Hold
300
– – ﹤0.01% 549
2021
Q3 		$14K Hold
300
– – ﹤0.01% 523
2021
Q2 		$14K Hold
300
– – ﹤0.01% 520
2021
Q1 		$14K Hold
300
– – ﹤0.01% 489
2020
Q4 		$13K Buy
+300
New +$12.2K ﹤0.01% 476

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