Wetzel Investment Advisors’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
5,000
-100
| -2% | -$4.12K | 0.09% | 119 |
|
|
2025
Q1 | $230K | Hold |
5,100
| – | – | 0.12% | 108 |
|
|
2024
Q4 | $225K | Hold |
5,100
| – | – | 0.11% | 112 |
|
|
2024
Q3 | $247K | Hold |
5,100
| – | – | 0.12% | 107 |
|
|
2024
Q2 | $214K | Hold |
5,100
| – | – | 0.12% | 110 |
|
|
2024
Q1 | $213K | Hold |
5,100
| – | – | 0.13% | 108 |
|
|
2023
Q4 | $221K | Buy |
+5,100
| New | +$221K | 0.14% | 103 |
|