B. Riley Wealth Advisors’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 |
-850
| Closed | -$229K | – | 1613 |
|
|
2023
Q2 | $229K | Sell |
850
-28
| -3% | -$7.53K | 0.01% | 1281 |
|
|
2023
Q1 | $267K | Sell |
878
-33
| -4% | -$10K | 0.01% | 1134 |
|
|
2022
Q4 | $258K | Sell |
911
-51
| -5% | -$14.4K | 0.01% | 1116 |
|
|
2022
Q3 | $224K | Sell |
962
-1,181
| -55% | -$275K | 0.01% | 1177 |
|
|
2022
Q2 | $588K | Buy |
+2,143
| New | +$588K | 0.02% | 590 |
|
|
2021
Q2 | – | Sell |
-1,870
| Closed | -$538K | – | 1447 |
|
|
2021
Q1 | $538K | Sell |
1,870
-35
| -2% | -$10.1K | 0.02% | 702 |
|
|
2020
Q4 | $609K | Sell |
1,905
-271
| -12% | -$86.6K | 0.03% | 470 |
|
|
2020
Q3 | $511K | Buy |
+2,176
| New | +$511K | 0.03% | 522 |
|
|
2020
Q1 | – | Sell |
-3,212
| Closed | -$306K | – | 885 |
|
|
2019
Q4 | $306K | Buy |
+3,212
| New | +$306K | 0.03% | 593 |
|