Jackson Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-42,199
| Closed | -$1.69M | – | 97 |
|
|
2018
Q1 | $1.69M | Sell |
42,199
-6,085
| -13% | -$244K | 0.47% | 59 |
|
|
2017
Q4 | $2.09M | Buy |
48,284
+204
| +0.4% | +$8.85K | 0.53% | 53 |
|
|
2017
Q3 | $2.24M | Buy |
48,080
+2,577
| +6% | +$120K | 0.61% | 41 |
|
|
2017
Q2 | $2.05M | Buy |
45,503
+3,972
| +10% | +$179K | 0.65% | 37 |
|
|
2017
Q1 | $1.87M | Buy |
41,531
+2,210
| +6% | +$99.3K | 0.67% | 36 |
|
|
2016
Q4 | $1.73M | Buy |
+39,321
| New | +$1.73M | 0.67% | 37 |
|