AE Wealth Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-755
| Closed | -$214K | – | 1988 |
|
|
2022
Q4 | $214K | Buy |
+755
| New | +$214K | ﹤0.01% | 1647 |
|
|
2022
Q3 | – | Sell |
-1,012
| Closed | -$277K | – | 1857 |
|
|
2022
Q2 | $277K | Buy |
1,012
+108
| +12% | +$29.6K | ﹤0.01% | 1461 |
|
|
2022
Q1 | $291K | Sell |
904
-284
| -24% | -$91.4K | ﹤0.01% | 1428 |
|
|
2021
Q4 | $333K | Buy |
1,188
+300
| +34% | +$84.1K | ﹤0.01% | 1404 |
|
|
2021
Q3 | $236K | Buy |
+888
| New | +$236K | ﹤0.01% | 1464 |
|
|
2021
Q2 | – | Sell |
-895
| Closed | -$257K | – | 1641 |
|
|
2021
Q1 | $257K | Buy |
895
+13
| +1% | +$3.73K | ﹤0.01% | 1309 |
|
|
2020
Q4 | $281K | Buy |
882
+27
| +3% | +$8.6K | ﹤0.01% | 1167 |
|
|
2020
Q3 | $204K | Buy |
+855
| New | +$204K | ﹤0.01% | 1171 |
|