AFT Forsyth & Company’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 |
-1,145
| Closed | -$308K | – | 136 |
|
|
2023
Q2 | $308K | Hold |
1,145
| – | – | 0.22% | 106 |
|
|
2023
Q1 | $348K | Sell |
1,145
-25
| -2% | -$7.6K | 0.27% | 103 |
|
|
2022
Q4 | $331K | Sell |
1,170
-25
| -2% | -$7.08K | 0.28% | 101 |
|
|
2022
Q3 | $277K | Hold |
1,195
| – | – | 0.25% | 108 |
|
|
2022
Q2 | $327K | Sell |
1,195
-175
| -13% | -$47.9K | 0.26% | 102 |
|
|
2022
Q1 | $442K | Sell |
1,370
-2,000
| -59% | -$645K | 0.28% | 95 |
|
|
2021
Q4 | $946K | Hold |
3,370
| – | – | 0.49% | 60 |
|
|
2021
Q3 | $894K | Buy |
+3,370
| New | +$894K | 0.48% | 65 |
|