Institutional & Family Asset Management’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
2023 Q4	–	Sell	-1,154	Closed	-$46.7K	–	739
2023 Q3	$46.7K	Hold	1,154	–	–	0.01%	223
2023 Q2	$54K	Buy	1,154 +432	+60%	+$21.4K	0.01%	221
2023 Q1	$35.3K	Buy	722 +37	+5%	+$1.77K	0.01%	245
2022 Q4	$33.6K	Sell	685 -125	-15%	-$5.79K	0.01%	254
2022 Q3	$35K	Hold	810	–	–	0.01%	251
2022 Q2	$39K	Hold	810	–	–	0.01%	244
2022 Q1	$45K	Hold	810	–	–	0.01%	264
2021 Q4	$43K	Hold	810	–	–	0.01%	277
2021 Q3	$38K	Hold	810	–	–	0.01%	369
2021 Q2	$37K	Hold	810	–	–	0.01%	387
2021 Q1	$38K	Hold	810	–	–	0.01%	400
2020 Q4	$35K	Buy	810 +205	+34%	+$8.35K	0.01%	374
2020 Q3	$21K	Buy	+605	New	+$24.2K	﹤0.01%	393