Plante Moran Financial Advisors’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-23
| Closed | -$1K | – | 1034 |
|
|
2022
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 931 |
|
|
2017
Q1 | – | Sell |
-85
| Closed | -$4K | – | 993 |
|
|
2016
Q4 | $4K | Hold |
85
| – | – | ﹤0.01% | 765 |
|
|
2016
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 747 |
|
|
2016
Q2 | $4K | Buy |
85
+15
| +21% | +$706 | ﹤0.01% | 686 |
|
|
2016
Q1 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 664 |
|