Adero Partners’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-784
| Closed | -$211K | – | 164 |
|
|
2022
Q2 | $211K | Sell |
784
-191
| -20% | -$51.4K | 0.03% | 139 |
|
|
2022
Q1 | $314K | Sell |
975
-253
| -21% | -$81.5K | 0.05% | 124 |
|
|
2021
Q4 | $345K | Hold |
1,228
| – | – | 0.06% | 125 |
|
|
2021
Q3 | $326K | Sell |
1,228
-200
| -14% | -$53.1K | 0.06% | 117 |
|
|
2021
Q2 | $395K | Hold |
1,428
| – | – | 0.09% | 97 |
|
|
2021
Q1 | $410K | Buy |
+1,428
| New | +$410K | 0.18% | 77 |
|