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SVA Wealth Management’s Portland General Electric POR Stock Holding History

SVA Wealth Management’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-30,429
Closed -$1.13M – 215
2015
Q3 		$1.13M Sell
30,429
-177
-0.6% -$6.24K 0.21% 106
2015
Q2 		$1.01M Sell
30,606
-290
-0.9% -$10.2K 0.19% 114
2015
Q1 		$1.15M Buy
30,896
+15,564
+102% +$587K 0.21% 109
2014
Q4 		$580K Buy
15,332
+1,467
+11% +$53.1K 0.21% 108
2014
Q3 		$445K Buy
13,865
+2,187
+19% +$72.6K 0.19% 105
2014
Q2 		$405K Buy
11,678
+1,270
+12% +$41.9K 0.17% 108
2014
Q1 		$337K Buy
+10,408
New +$320K 0.16% 116

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BFA
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BIT
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DPIM
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