SVA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-30,429
| Closed | -$1.13M | – | 215 |
|
|
2015
Q3 | $1.13M | Sell |
30,429
-177
| -0.6% | -$6.54K | 0.21% | 106 |
|
|
2015
Q2 | $1.02M | Sell |
30,606
-290
| -0.9% | -$9.62K | 0.19% | 114 |
|
|
2015
Q1 | $1.15M | Buy |
30,896
+15,564
| +102% | +$577K | 0.21% | 109 |
|
|
2014
Q4 | $580K | Buy |
15,332
+1,467
| +11% | +$55.5K | 0.21% | 108 |
|
|
2014
Q3 | $445K | Buy |
13,865
+2,187
| +19% | +$70.2K | 0.19% | 105 |
|
|
2014
Q2 | $405K | Buy |
11,678
+1,270
| +12% | +$44K | 0.17% | 108 |
|
|
2014
Q1 | $337K | Buy |
+10,408
| New | +$337K | 0.16% | 116 |
|