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Wakefield Asset Management’s Portland General Electric POR Stock Holding History

Wakefield Asset 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
2020
Q1 		– Sell
-9,666
Closed -$539K – 195
2019
Q4 		$539K Sell
9,666
-143
-1% -$7.99K 0.22% 119
2019
Q3 		$553K Buy
9,809
+243
+3% +$13.5K 0.24% 96
2019
Q2 		$518K Sell
9,566
-2,667
-22% -$141K 0.2% 114
2019
Q1 		$634K Buy
12,233
+1,942
+19% +$94.7K 0.23% 84
2018
Q4 		$472K Buy
10,291
+4,609
+81% +$216K 0.2% 94
2018
Q3 		$259K Buy
+5,682
New +$259K 0.1% 114

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AL
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