BerganKDV 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 | $26.9K | Sell |
100
-100
| -50% | -$26.9K | ﹤0.01% | 459 |
|
|
2023
Q1 | $60.8K | Hold |
200
| – | – | 0.01% | 372 |
|
|
2022
Q4 | $56.7K | Sell |
200
-9
| -4% | -$2.55K | 0.01% | 367 |
|
|
2022
Q3 | $48K | Buy |
209
+109
| +109% | +$25K | 0.01% | 372 |
|
|
2022
Q2 | $27K | Hold |
100
| – | – | ﹤0.01% | 458 |
|
|
2022
Q1 | $32K | Hold |
100
| – | – | ﹤0.01% | 453 |
|
|
2021
Q4 | $28K | Hold |
100
| – | – | ﹤0.01% | 495 |
|
|
2021
Q3 | $27K | Hold |
100
| – | – | ﹤0.01% | 481 |
|
|
2021
Q2 | $28K | Buy |
+100
| New | +$28K | ﹤0.01% | 473 |
|