Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-500
| Closed | -$21K | – | 642 |
|
|
2020
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 477 |
|
|
2020
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 449 |
|
|
2020
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 391 |
|
|
2020
Q1 | $24K | Hold |
500
| – | – | 0.01% | 349 |
|
|
2019
Q4 | $28K | Hold |
500
| – | – | 0.01% | 386 |
|
|
2019
Q3 | $28K | Hold |
500
| – | – | 0.01% | 396 |
|
|
2019
Q2 | $27K | Hold |
500
| – | – | 0.01% | 400 |
|
|
2019
Q1 | $26K | Hold |
500
| – | – | 0.01% | 388 |
|
|
2018
Q4 | $23K | Hold |
500
| – | – | 0.01% | 366 |
|
|
2018
Q3 | $23K | Hold |
500
| – | – | 0.01% | 391 |
|
|
2018
Q2 | $21K | Hold |
500
| – | – | 0.01% | 411 |
|
|
2018
Q1 | $20K | Hold |
500
| – | – | 0.01% | 400 |
|
|
2017
Q4 | $23K | Hold |
500
| – | – | 0.01% | 422 |
|
|
2017
Q3 | $23K | Hold |
500
| – | – | 0.01% | 396 |
|
|
2017
Q2 | $23K | Hold |
500
| – | – | 0.01% | 388 |
|
|
2017
Q1 | $22K | Hold |
500
| – | – | 0.01% | 392 |
|
|
2016
Q4 | $22K | Buy |
+500
| New | +$22K | 0.01% | 396 |
|