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WAM
Wealthspire Advisors (Maryland)’s
Portland General Electric
POR
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-46
Closed
-$2K
–
1644
2019
Q1
$2K
Hold
46
–
–
﹤0.01%
2188
2018
Q4
$2K
Buy
46
+14
+44%
+$656
﹤0.01%
2115
2018
Q3
$1K
Hold
32
–
–
﹤0.01%
2314
2018
Q2
$1K
Hold
32
–
–
﹤0.01%
2347
2018
Q1
$1K
Hold
32
–
–
﹤0.01%
2380
2017
Q4
$1K
Hold
32
–
–
﹤0.01%
2320
2017
Q3
$1K
Sell
32
-7
-18%
-$322
﹤0.01%
2130
2017
Q2
$2K
Sell
39
-65
-63%
-$3K
﹤0.01%
2000
2017
Q1
$5K
Buy
+104
New
+$4.58K
﹤0.01%
1524
2016
Q2
–
Sell
-484
Closed
-$19K
–
1790
2016
Q1
$19K
Hold
484
–
–
﹤0.01%
989
2015
Q4
$18K
Buy
+484
New
+$17.8K
﹤0.01%
1002
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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