Schubert & Co’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19
| Closed | -$929 | – | 1130 |
|
|
2023
Q1 | $929 | Buy |
19
+5
| +36% | +$244 | ﹤0.01% | 1219 |
|
|
2022
Q4 | $686 | Sell |
14
-14
| -50% | -$686 | ﹤0.01% | 1308 |
|
|
2022
Q3 | $1K | Buy |
28
+7
| +33% | +$250 | ﹤0.01% | 1211 |
|
|
2022
Q2 | $1K | Buy |
21
+7
| +50% | +$333 | ﹤0.01% | 1244 |
|
|
2022
Q1 | $1K | Buy |
14
+4
| +40% | +$286 | ﹤0.01% | 860 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 805 |
|