Atria Wealth Solutions’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,052
| Closed | -$266K | – | 1996 |
|
|
2023
Q3 | $266K | Sell |
2,052
-878
| -30% | -$114K | ﹤0.01% | 1481 |
|
|
2023
Q2 | $788K | Buy |
2,930
+1,531
| +109% | +$412K | 0.01% | 949 |
|
|
2023
Q1 | $425K | Buy |
1,399
+78
| +6% | +$23.7K | 0.01% | 1217 |
|
|
2022
Q4 | $374K | Buy |
1,321
+64
| +5% | +$18.1K | 0.01% | 1227 |
|
|
2022
Q3 | $291K | Sell |
1,257
-92
| -7% | -$21.3K | 0.01% | 1308 |
|
|
2022
Q2 | $369K | Buy |
1,349
+134
| +11% | +$36.7K | 0.01% | 1091 |
|
|
2022
Q1 | $392K | Buy |
+1,215
| New | +$392K | 0.01% | 1187 |
|