Ameritas Advisory Services’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571 | Buy |
+28
| New | +$571 | ﹤0.01% | 2688 |
|
|
2023
Q3 | – | Sell |
-1,168
| Closed | -$302K | – | 825 |
|
|
2023
Q2 | $302K | Sell |
1,168
-48
| -4% | -$12.4K | 0.04% | 404 |
|
|
2023
Q1 | $370K | Sell |
1,216
-17
| -1% | -$5.18K | 0.02% | 574 |
|
|
2022
Q4 | $349K | Buy |
1,233
+7
| +0.6% | +$1.98K | 0.02% | 662 |
|
|
2022
Q3 | $284K | Buy |
1,226
+3
| +0.2% | +$695 | 0.02% | 603 |
|
|
2022
Q2 | $335K | Buy |
1,223
+106
| +9% | +$29K | 0.02% | 575 |
|
|
2022
Q1 | $360K | Buy |
1,117
+12
| +1% | +$3.87K | 0.01% | 599 |
|
|
2021
Q4 | $310K | Buy |
+1,105
| New | +$310K | 0.01% | 636 |
|