AllSquare Wealth Management’s SolarEdge SEDG Stock Holding History

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

Other funds holding SEDG

AllSquare Wealth Management's SEDG Position: Q4 2022 in Review

AllSquare Wealth Management sold out of SolarEdge (SEDG) in Q4 2022, closing a stake of 100 shares — an estimated $23K sold.

AllSquare Wealth Management first reported a position in SEDG in Q2 2015 and held it in 10 quarters. The position peaked at $83K in Q2 2021. 676 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

  • AllSquare Wealth Management reported no remaining SolarEdge position as of Q4 2022 after selling out during the quarter.
  • AllSquare Wealth Management sold 100 SolarEdge shares in Q4 2022, an estimated $23K.
  • AllSquare Wealth Management first reported a position in SolarEdge in Q2 2015 and held it in 10 quarters.
  • AllSquare Wealth Management's SolarEdge position peaked at $83K in Q2 2021.
  • 676 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on AllSquare Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.