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Evoke Wealth’s Portland General Electric POR Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-47
Closed -$2K – 934
2022
Q3 		$2K Hold
47
– – ﹤0.01% 1063
2022
Q2 		$2K Hold
47
– – ﹤0.01% 1069
2022
Q1 		$3K Sell
47
-35
-43% -$1.84K ﹤0.01% 1007
2021
Q4 		$4K Hold
82
– – ﹤0.01% 953
2021
Q3 		$3K Sell
82
-2
-2% -$98 ﹤0.01% 959
2021
Q2 		$4K Hold
84
– – ﹤0.01% 942
2021
Q1 		$4K Hold
84
– – ﹤0.01% 900
2020
Q4 		$4K Hold
84
– – ﹤0.01% 777
2020
Q3 		$3K Hold
84
– – ﹤0.01% 793
2020
Q2 		$4K Hold
84
– – ﹤0.01% 742
2020
Q1 		$4.06K Hold
84
– – ﹤0.01% 657
2019
Q4 		$4.72K Hold
84
– – ﹤0.01% 924
2019
Q3 		$4.77K Buy
+84
New +$4.68K ﹤0.01% 1014

Other funds holding POR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return