B. Riley Wealth Management’s SolarEdge SEDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,095
Closed -$290K 691
2021
Q3
$290K Hold
1,095
0.02% 468
2021
Q2
$303K Buy
1,095
+93
+9% +$25.7K 0.03% 313
2021
Q1
$288K Sell
1,002
-60
-6% -$17.2K 0.03% 307
2020
Q4
$339K Buy
+1,062
New +$339K 0.04% 254