Balasa Dinverno & Foltz’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-703
| Closed | -$227K | – | 365 |
|
|
2022
Q1 | $227K | Sell |
703
-125
| -15% | -$40.4K | 0.02% | 318 |
|
|
2021
Q4 | $232K | Sell |
828
-58
| -7% | -$16.3K | 0.01% | 313 |
|
|
2021
Q3 | $235K | Sell |
886
-144
| -14% | -$38.2K | 0.02% | 299 |
|
|
2021
Q2 | $285K | Sell |
1,030
-170
| -14% | -$47K | 0.02% | 265 |
|
|
2021
Q1 | $345K | Sell |
1,200
-33
| -3% | -$9.49K | 0.03% | 220 |
|
|
2020
Q4 | $393K | Sell |
1,233
-48
| -4% | -$15.3K | 0.03% | 192 |
|
|
2020
Q3 | $305K | Buy |
+1,281
| New | +$305K | 0.03% | 204 |
|