AWM
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AllSquare Wealth Management’s SolarEdge SEDG Stock Holding History

AllSquare Wealth Management’s Portfolio SEDG Stock Details SEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$23K – 538
2022
Q3 		$23K Hold
100
– – 0.02% 270
2022
Q2 		$27K Buy
+100
New +$27.3K 0.02% 262
2021
Q3 		– Sell
-300
Closed -$83K – 505
2021
Q2 		$83K Buy
300
+85
+40% +$21.4K 0.05% 181
2021
Q1 		$62K Buy
215
+149
+226% +$44.9K 0.04% 195
2020
Q4 		$21K Sell
66
-5
-7% -$1.38K 0.01% 277
2020
Q3 		$17K Sell
71
-19
-21% -$3.65K 0.01% 280
2020
Q2 		$12K Sell
90
-106
-54% -$13K 0.01% 316
2020
Q1 		$16K Sell
196
-154
-44% -$16.3K 0.01% 262
2019
Q4 		$33K Buy
+350
New +$29.9K 0.02% 225
2015
Q3 		– Sell
-200
Closed -$7K – 326
2015
Q2 		$7K Buy
+200
New +$6.44K 0.01% 252

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Invesco
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Swedbank
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PAMS
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return