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CM Wealth Advisors’s Portland General Electric POR Stock Holding History

CM Wealth Advisors’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,150
Closed -$562K – 363
2023
Q1 		$562K Buy
+11,150
New +$562K 0.11% 235