Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,154
| Closed | -$46.7K | – | 737 |
|
|
2023
Q3 | $46.7K | Hold |
1,154
| – | – | 0.01% | 222 |
|
|
2023
Q2 | $54K | Buy |
1,154
+432
| +60% | +$20.2K | 0.01% | 220 |
|
|
2023
Q1 | $35.3K | Buy |
722
+37
| +5% | +$1.81K | 0.01% | 244 |
|
|
2022
Q4 | $33.6K | Sell |
685
-125
| -15% | -$6.13K | 0.01% | 253 |
|
|
2022
Q3 | $35K | Hold |
810
| – | – | 0.01% | 250 |
|
|
2022
Q2 | $39K | Hold |
810
| – | – | 0.01% | 243 |
|
|
2022
Q1 | $45K | Hold |
810
| – | – | 0.01% | 262 |
|
|
2021
Q4 | $43K | Hold |
810
| – | – | 0.01% | 276 |
|
|
2021
Q3 | $38K | Hold |
810
| – | – | 0.01% | 367 |
|
|
2021
Q2 | $37K | Hold |
810
| – | – | 0.01% | 385 |
|
|
2021
Q1 | $38K | Hold |
810
| – | – | 0.01% | 399 |
|
|
2020
Q4 | $35K | Buy |
810
+205
| +34% | +$8.86K | 0.01% | 373 |
|
|
2020
Q3 | $21K | Buy |
+605
| New | +$21K | ﹤0.01% | 391 |
|