Baker Tilly 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
Q2 | – | Sell |
-717
| Closed | -$218K | – | 570 |
|
|
2023
Q1 | $218K | Sell |
717
-166
| -19% | -$50.5K | 0.02% | 509 |
|
|
2022
Q4 | $250K | Buy |
883
+17
| +2% | +$4.82K | 0.03% | 470 |
|
|
2022
Q3 | $200K | Sell |
866
-38
| -4% | -$8.78K | 0.03% | 479 |
|
|
2022
Q2 | $247K | Buy |
904
+139
| +18% | +$38K | 0.03% | 436 |
|
|
2022
Q1 | $247K | Buy |
+765
| New | +$247K | 0.03% | 460 |
|
|
2021
Q1 | – | Sell |
-711
| Closed | -$227K | – | 470 |
|
|
2020
Q4 | $227K | Buy |
+711
| New | +$227K | 0.07% | 297 |
|