Tilia Fiduciary Partners’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
Q3 | – | Sell |
-452
| Closed | -$21.2K | – | 372 |
|
|
2023
Q2 | $21.2K | Buy |
452
+4
| +0.9% | +$187 | 0.02% | 291 |
|
|
2023
Q1 | $21.9K | Buy |
448
+4
| +0.9% | +$196 | 0.02% | 287 |
|
|
2022
Q4 | $21.7K | Buy |
444
+5
| +1% | +$245 | 0.02% | 279 |
|
|
2022
Q3 | $19K | Buy |
439
+4
| +0.9% | +$173 | 0.02% | 290 |
|
|
2022
Q2 | $21K | Buy |
435
+3
| +0.7% | +$145 | 0.02% | 292 |
|
|
2022
Q1 | $24K | Buy |
432
+4
| +0.9% | +$222 | 0.02% | 295 |
|
|
2021
Q4 | $23K | Buy |
+428
| New | +$23K | 0.02% | 309 |
|