Aviso Wealth Management’s SolarEdge SEDG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,861	Closed	-$224K	–	158
2024 Q2	$224K	Sell	8,861 -1,916	-18%	-$48.4K	0.13%	139
2024 Q1	$765K	Sell	10,777 -1,537	-12%	-$109K	0.48%	52
2023 Q4	$1.15M	Buy	+12,314	New	+$1.15M	0.84%	28