Geneos Wealth Management’s Ormat Technologies ORA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-400
| Closed | -$30.3K | – | 2196 |
|
2023
Q4 | $30.3K | Hold |
400
| – | – | ﹤0.01% | 1224 |
|
2023
Q3 | $28K | Hold |
400
| – | – | ﹤0.01% | 1263 |
|
2023
Q2 | $32.2K | Hold |
400
| – | – | ﹤0.01% | 1218 |
|
2023
Q1 | $33.9K | Hold |
400
| – | – | ﹤0.01% | 1185 |
|
2022
Q4 | $34.6K | Hold |
400
| – | – | ﹤0.01% | 1175 |
|
2022
Q3 | $34K | Sell |
400
-235
| -37% | -$20K | ﹤0.01% | 1160 |
|
2022
Q2 | $50K | Hold |
635
| – | – | ﹤0.01% | 1287 |
|
2022
Q1 | $51K | Hold |
635
| – | – | ﹤0.01% | 1380 |
|
2021
Q4 | $50K | Sell |
635
-245
| -28% | -$19.3K | ﹤0.01% | 1483 |
|
2021
Q3 | $59K | Buy |
880
+245
| +39% | +$16.4K | ﹤0.01% | 1407 |
|
2021
Q2 | $44K | Buy |
635
+100
| +19% | +$6.93K | ﹤0.01% | 1544 |
|
2021
Q1 | $38K | Hold |
535
| – | – | ﹤0.01% | 1773 |
|
2020
Q4 | $40K | Buy |
535
+435
| +435% | +$32.5K | ﹤0.01% | 1562 |
|
2020
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 2187 |
|
2020
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 2096 |
|
2017
Q2 | – | Sell |
-50
| Closed | -$2K | – | 2120 |
|
2017
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1911 |
|
2016
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 1886 |
|
2016
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1797 |
|
2016
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1696 |
|