MWP
MYCIO Wealth Partners’s Portland General Electric POR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,387
| Closed | -$635K | – | 293 |
|
|
2019
Q4 | $635K | Hold |
11,387
| – | – | 0.04% | 172 |
|
|
2019
Q3 | $642K | Hold |
11,387
| – | – | 0.05% | 153 |
|
|
2019
Q2 | $617K | Hold |
11,387
| – | – | 0.05% | 147 |
|
|
2019
Q1 | $590K | Hold |
11,387
| – | – | 0.05% | 142 |
|
|
2018
Q4 | $522K | Hold |
11,387
| – | – | 0.05% | 149 |
|
|
2018
Q3 | $519K | Hold |
11,387
| – | – | 0.05% | 149 |
|
|
2018
Q2 | $487K | Hold |
11,387
| – | – | 0.05% | 155 |
|
|
2018
Q1 | $461K | Hold |
11,387
| – | – | 0.05% | 138 |
|
|
2017
Q4 | $519K | Hold |
11,387
| – | – | 0.06% | 133 |
|
|
2017
Q3 | $520K | Hold |
11,387
| – | – | 0.06% | 130 |
|
|
2017
Q2 | $520K | Sell |
11,387
-104
| -0.9% | -$4.75K | 0.06% | 123 |
|
|
2017
Q1 | $510K | Buy |
11,491
+104
| +0.9% | +$4.62K | 0.06% | 131 |
|
|
2016
Q4 | $493K | Hold |
11,387
| – | – | 0.07% | 121 |
|
|
2016
Q3 | $485K | Sell |
11,387
-46
| -0.4% | -$1.96K | 0.08% | 104 |
|
|
2016
Q2 | $504K | Hold |
11,433
| – | – | 0.09% | 97 |
|
|
2016
Q1 | $451K | Buy |
11,433
+46
| +0.4% | +$1.82K | 0.08% | 106 |
|
|
2015
Q4 | $414K | Hold |
11,387
| – | – | 0.07% | 99 |
|
|
2015
Q3 | $421K | Hold |
11,387
| – | – | 0.09% | 91 |
|
|
2015
Q2 | $378K | Hold |
11,387
| – | – | 0.07% | 98 |
|
|
2015
Q1 | $422K | Hold |
11,387
| – | – | 0.09% | 90 |
|
|
2014
Q4 | $431K | Hold |
11,387
| – | – | 0.09% | 89 |
|
|
2014
Q3 | $366K | Hold |
11,387
| – | – | 0.09% | 91 |
|
|
2014
Q2 | $395K | Hold |
11,387
| – | – | 0.09% | 89 |
|
|
2014
Q1 | $368K | Buy |
11,387
+8,884
| +355% | +$287K | 0.09% | 89 |
|
|
2013
Q4 | $76K | Hold |
2,503
| – | – | 0.02% | 208 |
|
|
2013
Q3 | $71K | Hold |
2,503
| – | – | 0.02% | 204 |
|
|
2013
Q2 | $77K | Buy |
+2,503
| New | +$77K | 0.02% | 190 |
|