BSW Wealth Partners’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 |
-2,001
| Closed | -$608K | – | 315 |
|
|
2023
Q1 | $608K | Sell |
2,001
-9
| -0.4% | -$2.74K | 0.12% | 116 |
|
|
2022
Q4 | $569K | Buy |
2,010
+170
| +9% | +$48.1K | 0.12% | 121 |
|
|
2022
Q3 | $426K | Buy |
1,840
+64
| +4% | +$14.8K | 0.1% | 135 |
|
|
2022
Q2 | $486K | Buy |
1,776
+199
| +13% | +$54.5K | 0.12% | 125 |
|
|
2022
Q1 | $508K | Buy |
1,577
+242
| +18% | +$78K | 0.13% | 119 |
|
|
2021
Q4 | $375K | Buy |
1,335
+133
| +11% | +$37.4K | 0.09% | 163 |
|
|
2021
Q3 | $319K | Buy |
1,202
+219
| +22% | +$58.1K | 0.09% | 171 |
|
|
2021
Q2 | $272K | Buy |
+983
| New | +$272K | 0.07% | 187 |
|