Financial Advocates Investment Management’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-38,219
| Closed | -$2.11M | – | 763 |
|
|
2022
Q1 | $2.11M | Sell |
38,219
-737
| -2% | -$40.7K | 0.14% | 181 |
|
|
2021
Q4 | $2.06M | Buy |
38,956
+1,176
| +3% | +$62.2K | 0.13% | 189 |
|
|
2021
Q3 | $1.78M | Buy |
37,780
+1,115
| +3% | +$52.4K | 0.12% | 205 |
|
|
2021
Q2 | $1.69M | Buy |
36,665
+15,548
| +74% | +$717K | 0.11% | 213 |
|
|
2021
Q1 | $1M | Buy |
+21,117
| New | +$1M | 0.07% | 307 |
|
|
2020
Q1 | – | Sell |
-3,724
| Closed | -$208K | – | 527 |
|
|
2019
Q4 | $208K | Hold |
3,724
| – | – | 0.02% | 478 |
|
|
2019
Q3 | $210K | Hold |
3,724
| – | – | 0.02% | 447 |
|
|
2019
Q2 | $202K | Buy |
+3,724
| New | +$202K | 0.02% | 446 |
|
|
2018
Q4 | – | Sell |
-4,787
| Closed | -$218K | – | 486 |
|
|
2018
Q3 | $218K | Buy |
+4,787
| New | +$218K | 0.02% | 463 |
|