EverSource Wealth Advisors’s Portland General Electric POR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $67.2K | Buy |
1,654
+155
| +10% | +$6.3K | ﹤0.01% | 1422 |
|
2025
Q1 | $66.9K | Buy |
1,499
+92
| +7% | +$4.1K | ﹤0.01% | 1087 |
|
2024
Q4 | $61.4K | Buy |
1,407
+1,096
| +352% | +$47.8K | ﹤0.01% | 1096 |
|
2024
Q3 | $14.9K | Sell |
311
-743
| -70% | -$35.6K | ﹤0.01% | 1646 |
|
2024
Q2 | $49.9K | Buy |
1,054
+30
| +3% | +$1.42K | ﹤0.01% | 1093 |
|
2024
Q1 | $44.3K | Sell |
1,024
-267
| -21% | -$11.5K | ﹤0.01% | 1030 |
|
2023
Q4 | $56K | Buy |
1,291
+1,087
| +533% | +$47.1K | 0.01% | 854 |
|
2023
Q3 | $8.24K | Sell |
204
-806
| -80% | -$32.5K | ﹤0.01% | 1498 |
|
2023
Q2 | $47.3K | Buy |
1,010
+15
| +2% | +$702 | 0.01% | 858 |
|
2023
Q1 | $48.6K | Hold |
995
| – | – | 0.01% | 804 |
|
2022
Q4 | $48.8K | Buy |
995
+822
| +475% | +$40.3K | 0.01% | 773 |
|
2022
Q3 | $8K | Sell |
173
-983
| -85% | -$45.5K | ﹤0.01% | 1207 |
|
2022
Q2 | $56K | Buy |
+1,156
| New | +$56K | 0.01% | 592 |
|