Glassman Wealth Services’s Portland General Electric POR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-205	Closed	-$8.88K	–	1401
2023 Q4	$8.88K	Buy	205 +59	+40%	+$2.45K	﹤0.01%	914
2023 Q3	$5.91K	Sell	146 -35	-19%	-$1.59K	﹤0.01%	1011
2023 Q2	$8.48K	Buy	181 +35	+24%	+$1.73K	﹤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	+$5.84K	﹤0.01%	799
2020 Q2	–	Sell	-121	Closed	-$6K	–	1466
2020 Q1	$6K	Buy	121 +106	+707%	+$5.94K	﹤0.01%	506
2019 Q4	$1K	Buy	15 +13	+650%	+$726	﹤0.01%	1004
2019 Q3	$0	Sell	2 -2	-50%	-$111	﹤0.01%	1302
2019 Q2	$0	Buy	+4	New	+$212	﹤0.01%	1298