Avitas Wealth Management’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 |
-1,379
| Closed | -$371K | – | 211 |
|
|
2023
Q2 | $371K | Sell |
1,379
-26
| -2% | -$7K | 0.07% | 174 |
|
|
2023
Q1 | $427K | Sell |
1,405
-54
| -4% | -$16.4K | 0.08% | 169 |
|
|
2022
Q4 | $413K | Sell |
1,459
-12
| -0.8% | -$3.4K | 0.09% | 156 |
|
|
2022
Q3 | $340K | Buy |
1,471
+9
| +0.6% | +$2.08K | 0.08% | 158 |
|
|
2022
Q2 | $400K | Sell |
1,462
-43
| -3% | -$11.8K | 0.09% | 155 |
|
|
2022
Q1 | $485K | Sell |
1,505
-1,037
| -41% | -$334K | 0.09% | 163 |
|
|
2021
Q4 | $713K | Buy |
2,542
+74
| +3% | +$20.8K | 0.12% | 145 |
|
|
2021
Q3 | $655K | Sell |
2,468
-32
| -1% | -$8.49K | 0.12% | 155 |
|
|
2021
Q2 | $691K | Buy |
2,500
+83
| +3% | +$22.9K | 0.12% | 164 |
|
|
2021
Q1 | $695K | Sell |
2,417
-798
| -25% | -$229K | 0.14% | 167 |
|
|
2020
Q4 | $1.03M | Buy |
3,215
+1,394
| +77% | +$445K | 0.21% | 140 |
|
|
2020
Q3 | $434K | Buy |
+1,821
| New | +$434K | 0.12% | 156 |
|
|
2020
Q1 | – | Sell |
-5,924
| Closed | -$563K | – | 164 |
|
|
2019
Q4 | $563K | Sell |
5,924
-32
| -0.5% | -$3.04K | 0.14% | 139 |
|
|
2019
Q3 | $499K | Buy |
+5,956
| New | +$499K | 0.14% | 143 |
|