Avantax Advisory Services’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,906
| Closed | -$513K | – | 1612 |
|
|
2023
Q2 | $513K | Buy |
1,906
+335
| +21% | +$90.1K | 0.01% | 934 |
|
|
2023
Q1 | $478K | Buy |
1,571
+397
| +34% | +$121K | 0.01% | 935 |
|
|
2022
Q4 | $333K | Buy |
1,174
+273
| +30% | +$77.3K | ﹤0.01% | 1050 |
|
|
2022
Q3 | $209K | Sell |
901
-61
| -6% | -$14.2K | ﹤0.01% | 1196 |
|
|
2022
Q2 | $263K | Buy |
962
+99
| +11% | +$27.1K | ﹤0.01% | 1068 |
|
|
2022
Q1 | $278K | Buy |
863
+77
| +10% | +$24.8K | ﹤0.01% | 1037 |
|
|
2021
Q4 | $221K | Sell |
786
-285
| -27% | -$80.1K | ﹤0.01% | 1130 |
|
|
2021
Q3 | $283K | Buy |
1,071
+136
| +15% | +$35.9K | ﹤0.01% | 953 |
|
|
2021
Q2 | $258K | Buy |
935
+54
| +6% | +$14.9K | ﹤0.01% | 972 |
|
|
2021
Q1 | $253K | Buy |
+881
| New | +$253K | 0.01% | 879 |
|
|
2020
Q4 | – | Sell |
-1,580
| Closed | -$377K | – | 1292 |
|
|
2020
Q3 | $377K | Buy |
+1,580
| New | +$377K | 0.01% | 920 |
|