Wealthspire Advisors (Maryland)’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-46
| Closed | -$2K | – | 1643 |
|
|
2019
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 2188 |
|
|
2018
Q4 | $2K | Buy |
46
+14
| +44% | +$609 | ﹤0.01% | 2114 |
|
|
2018
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 2312 |
|
|
2018
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 2345 |
|
|
2018
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 2380 |
|
|
2017
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 2320 |
|
|
2017
Q3 | $1K | Sell |
32
-7
| -18% | -$219 | ﹤0.01% | 2130 |
|
|
2017
Q2 | $2K | Sell |
39
-65
| -63% | -$3.33K | ﹤0.01% | 2000 |
|
|
2017
Q1 | $5K | Buy |
+104
| New | +$5K | ﹤0.01% | 1524 |
|
|
2016
Q2 | – | Sell |
-484
| Closed | -$19K | – | 1790 |
|
|
2016
Q1 | $19K | Hold |
484
| – | – | ﹤0.01% | 989 |
|
|
2015
Q4 | $18K | Buy |
+484
| New | +$18K | ﹤0.01% | 1002 |
|