Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-937
| Closed | -$44K | – | 852 |
|
|
2021
Q3 | $44K | Buy |
937
+9
| +1% | +$423 | 0.02% | 451 |
|
|
2021
Q2 | $43K | Buy |
+928
| New | +$43K | 0.02% | 353 |
|
|
2020
Q1 | – | Sell |
-47
| Closed | -$3K | – | 961 |
|
|
2019
Q4 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 733 |
|
|
2019
Q3 | – | Sell |
-1,085
| Closed | -$59K | – | 948 |
|
|
2019
Q2 | $59K | Buy |
+1,085
| New | +$59K | 0.05% | 224 |
|