Baldwin Wealth Partners’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20
| Closed | -$5K | – | 822 |
|
|
2022
Q3 | $5K | Sell |
20
-15
| -43% | -$3.75K | ﹤0.01% | 568 |
|
|
2022
Q2 | $10K | Hold |
35
| – | – | ﹤0.01% | 533 |
|
|
2022
Q1 | $11K | Hold |
35
| – | – | ﹤0.01% | 535 |
|
|
2021
Q4 | $10K | Hold |
35
| – | – | ﹤0.01% | 509 |
|
|
2021
Q3 | $9K | Hold |
35
| – | – | ﹤0.01% | 534 |
|
|
2021
Q2 | $10K | Buy |
35
+15
| +75% | +$4.29K | ﹤0.01% | 536 |
|
|
2021
Q1 | $6K | Hold |
20
| – | – | ﹤0.01% | 548 |
|
|
2020
Q4 | $6K | Buy |
+20
| New | +$6K | ﹤0.01% | 492 |
|