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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
2021
Q3 		– Sell
-100
Closed -$28K – 506
2021
Q2 		$28K Buy
+100
New +$25.2K 0.02% 297

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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. 674 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.
  • 674 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.