AssetMark Inc’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428 | Buy |
+21
| New | +$428 | ﹤0.01% | 2770 |
|
|
2024
Q1 | – | Sell |
-1,013
| Closed | -$94.8K | – | 2099 |
|
|
2023
Q4 | $94.8K | Sell |
1,013
-164
| -14% | -$15.4K | ﹤0.01% | 1050 |
|
|
2023
Q3 | $152K | Sell |
1,177
-801
| -40% | -$104K | ﹤0.01% | 918 |
|
|
2023
Q2 | $532K | Buy |
1,978
+323
| +20% | +$86.9K | ﹤0.01% | 721 |
|
|
2023
Q1 | $503K | Buy |
1,655
+1,356
| +454% | +$412K | ﹤0.01% | 713 |
|
|
2022
Q4 | $84.7K | Sell |
299
-55
| -16% | -$15.6K | ﹤0.01% | 940 |
|
|
2022
Q3 | $82K | Buy |
354
+30
| +9% | +$6.95K | ﹤0.01% | 874 |
|
|
2022
Q2 | $89K | Sell |
324
-88
| -21% | -$24.2K | ﹤0.01% | 838 |
|
|
2022
Q1 | $133K | Buy |
412
+102
| +33% | +$32.9K | ﹤0.01% | 764 |
|
|
2021
Q4 | $87K | Buy |
310
+281
| +969% | +$78.9K | ﹤0.01% | 815 |
|
|
2021
Q3 | $8K | Hold |
29
| – | – | ﹤0.01% | 1083 |
|
|
2021
Q2 | $8K | Sell |
29
-1,883
| -98% | -$519K | ﹤0.01% | 1021 |
|
|
2021
Q1 | $550K | Sell |
1,912
-196
| -9% | -$56.4K | ﹤0.01% | 432 |
|
|
2020
Q4 | $673K | Sell |
2,108
-155
| -7% | -$49.5K | ﹤0.01% | 397 |
|
|
2020
Q3 | $539K | Buy |
2,263
+818
| +57% | +$195K | ﹤0.01% | 393 |
|
|
2020
Q2 | $201K | Buy |
1,445
+1,272
| +735% | +$177K | ﹤0.01% | 493 |
|
|
2020
Q1 | $14K | Buy |
173
+96
| +125% | +$7.77K | ﹤0.01% | 939 |
|
|
2019
Q4 | $7K | Buy |
+77
| New | +$7K | ﹤0.01% | 1066 |
|
|
2019
Q1 | – | Sell |
-14
| Closed | – | – | 1493 |
|
|
2018
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 1525 |
|
|
2018
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1359 |
|
|
2018
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1358 |
|
|
2018
Q1 | $1K | Sell |
14
-12
| -46% | -$857 | ﹤0.01% | 1353 |
|
|
2017
Q4 | $1K | Buy |
26
+12
| +86% | +$462 | ﹤0.01% | 1699 |
|
|
2017
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1609 |
|