WealthPLAN 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 |
-14
| Closed | -$656 | – | 919 |
|
2023
Q2 | $656 | Hold |
14
| – | – | ﹤0.01% | 1163 |
|
2023
Q1 | $684 | Buy |
+14
| New | +$684 | ﹤0.01% | 1230 |
|
2016
Q3 | – | Sell |
-371
| Closed | -$16 | – | 1050 |
|
2016
Q2 | $16 | Buy |
+371
| New | +$16 | ﹤0.01% | 2495 |
|
2015
Q4 | $40 | Buy |
+1,102
| New | +$40 | ﹤0.01% | 1675 |
|