BOK Financial Private Wealth’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,300
| Closed | -$527K | – | 190 |
|
|
2019
Q3 | $527K | Hold |
6,300
| – | – | 0.07% | 65 |
|
|
2019
Q2 | $393K | Hold |
6,300
| – | – | 0.06% | 74 |
|
|
2019
Q1 | $237K | Hold |
6,300
| – | – | 0.03% | 109 |
|
|
2018
Q4 | $221K | Hold |
6,300
| – | – | 0.03% | 118 |
|
|
2018
Q3 | $237K | Buy |
+6,300
| New | +$237K | 0.04% | 96 |
|