BSW Wealth Partners’s Ormat Technologies ORA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-5,594
| Closed | -$474K | – | 307 |
|
2023
Q1 | $474K | Sell |
5,594
-79
| -1% | -$6.7K | 0.1% | 141 |
|
2022
Q4 | $491K | Buy |
5,673
+575
| +11% | +$49.8K | 0.11% | 137 |
|
2022
Q3 | $439K | Buy |
5,098
+174
| +4% | +$15K | 0.11% | 132 |
|
2022
Q2 | $386K | Buy |
4,924
+658
| +15% | +$51.6K | 0.09% | 149 |
|
2022
Q1 | $349K | Buy |
4,266
+553
| +15% | +$45.2K | 0.09% | 175 |
|
2021
Q4 | $294K | Buy |
3,713
+344
| +10% | +$27.2K | 0.07% | 200 |
|
2021
Q3 | $224K | Buy |
3,369
+404
| +14% | +$26.9K | 0.06% | 223 |
|
2021
Q2 | $206K | Buy |
+2,965
| New | +$206K | 0.06% | 230 |
|
2021
Q1 | – | Sell |
-2,429
| Closed | -$219K | – | 224 |
|
2020
Q4 | $219K | Buy |
+2,429
| New | +$219K | 0.07% | 168 |
|
2018
Q4 | – | Sell |
-6,429
| Closed | -$348K | – | 126 |
|
2018
Q3 | $348K | Buy |
+6,429
| New | +$348K | 0.13% | 65 |
|