U.S. Global Investors (USGI)’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-39,900
| Closed | -$1.5M | – | 123 |
|
|
2017
Q4 | $1.5M | Sell |
39,900
-5,800
| -13% | -$218K | 0.68% | 33 |
|
|
2017
Q3 | $1.31M | Hold |
45,700
| – | – | 0.39% | 44 |
|
|
2017
Q2 | $914K | Sell |
45,700
-33,000
| -42% | -$660K | 0.31% | 60 |
|
|
2017
Q1 | $1.23K | Hold |
78,700
| – | – | ﹤0.01% | 47 |
|
|
2016
Q4 | $976K | Buy |
+78,700
| New | +$976K | 0.41% | 59 |
|