Abbot Financial Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-944
| Closed | -$254K | – | 116 |
|
|
2023
Q2 | $254K | Sell |
944
-73
| -7% | -$19.6K | 0.16% | 102 |
|
|
2023
Q1 | $309K | Hold |
1,017
| – | – | 0.21% | 96 |
|
|
2022
Q4 | $288K | Sell |
1,017
-155
| -13% | -$43.9K | 0.2% | 98 |
|
|
2022
Q3 | $271K | Hold |
1,172
| – | – | 0.19% | 97 |
|
|
2022
Q2 | $321K | Buy |
1,172
+27
| +2% | +$7.4K | 0.19% | 96 |
|
|
2022
Q1 | $369K | Sell |
1,145
-406
| -26% | -$131K | 0.18% | 101 |
|
|
2021
Q4 | $435K | Sell |
1,551
-208
| -12% | -$58.3K | 0.19% | 95 |
|
|
2021
Q3 | $467K | Buy |
1,759
+594
| +51% | +$158K | 0.21% | 89 |
|
|
2021
Q2 | $322K | Buy |
1,165
+83
| +8% | +$22.9K | 0.14% | 105 |
|
|
2021
Q1 | $311K | Buy |
+1,082
| New | +$311K | 0.14% | 100 |
|