AllSquare Wealth Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$23K | – | 540 |
|
|
2022
Q3 | $23K | Hold |
100
| – | – | 0.02% | 270 |
|
|
2022
Q2 | $27K | Buy |
+100
| New | +$27K | 0.02% | 262 |
|
|
2021
Q3 | – | Sell |
-300
| Closed | -$83K | – | 506 |
|
|
2021
Q2 | $83K | Buy |
300
+85
| +40% | +$23.5K | 0.05% | 180 |
|
|
2021
Q1 | $62K | Buy |
215
+149
| +226% | +$43K | 0.04% | 194 |
|
|
2020
Q4 | $21K | Sell |
66
-5
| -7% | -$1.59K | 0.01% | 276 |
|
|
2020
Q3 | $17K | Sell |
71
-19
| -21% | -$4.55K | 0.01% | 277 |
|
|
2020
Q2 | $12K | Sell |
90
-106
| -54% | -$14.1K | 0.01% | 315 |
|
|
2020
Q1 | $16K | Sell |
196
-154
| -44% | -$12.6K | 0.01% | 261 |
|
|
2019
Q4 | $33K | Buy |
+350
| New | +$33K | 0.02% | 225 |
|
|
2015
Q3 | – | Sell |
-200
| Closed | -$7K | – | 327 |
|
|
2015
Q2 | $7K | Buy |
+200
| New | +$7K | 0.01% | 252 |
|