Sandia Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,988
| Closed | -$130K | – | 133 |
|
|
2023
Q4 | $130K | Sell |
2,988
-2,012
| -40% | -$87.2K | 0.09% | 89 |
|
|
2023
Q3 | $202K | Hold |
5,000
| – | – | 0.06% | 115 |
|
|
2023
Q2 | $234K | Hold |
5,000
| – | – | 0.05% | 87 |
|
|
2023
Q1 | $244K | Hold |
5,000
| – | – | 0.04% | 121 |
|
|
2022
Q4 | $245K | Buy |
+5,000
| New | +$245K | 0.04% | 129 |
|