Glassman Wealth Services’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-205
| Closed | -$8.89K | – | 1401 |
|
|
2023
Q4 | $8.89K | Buy |
205
+59
| +40% | +$2.56K | ﹤0.01% | 914 |
|
|
2023
Q3 | $5.91K | Sell |
146
-35
| -19% | -$1.42K | ﹤0.01% | 1011 |
|
|
2023
Q2 | $8.48K | Buy |
181
+35
| +24% | +$1.64K | ﹤0.01% | 853 |
|
|
2023
Q1 | $7.14K | Hold |
146
| – | – | ﹤0.01% | 902 |
|
|
2022
Q4 | $7.15K | Hold |
146
| – | – | ﹤0.01% | 925 |
|
|
2022
Q3 | $6K | Hold |
146
| – | – | ﹤0.01% | 956 |
|
|
2022
Q2 | $7K | Hold |
146
| – | – | ﹤0.01% | 920 |
|
|
2022
Q1 | $8K | Hold |
146
| – | – | ﹤0.01% | 906 |
|
|
2021
Q4 | $8K | Hold |
146
| – | – | ﹤0.01% | 871 |
|
|
2021
Q3 | $7K | Hold |
146
| – | – | ﹤0.01% | 868 |
|
|
2021
Q2 | $7K | Hold |
146
| – | – | ﹤0.01% | 842 |
|
|
2021
Q1 | $7K | Hold |
146
| – | – | ﹤0.01% | 803 |
|
|
2020
Q4 | $6K | Hold |
146
| – | – | ﹤0.01% | 837 |
|
|
2020
Q3 | $5K | Buy |
+146
| New | +$5K | ﹤0.01% | 799 |
|
|
2020
Q2 | – | Sell |
-121
| Closed | -$6K | – | 1466 |
|
|
2020
Q1 | $6K | Buy |
121
+106
| +707% | +$5.26K | ﹤0.01% | 506 |
|
|
2019
Q4 | $1K | Buy |
15
+13
| +650% | +$867 | ﹤0.01% | 1004 |
|
|
2019
Q3 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 1302 |
|
|
2019
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1298 |
|