Buffington Mohr McNeal’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,541
| Closed | -$953K | – | 126 |
|
|
2023
Q2 | $953K | Hold |
3,541
| – | – | 0.21% | 69 |
|
|
2023
Q1 | $1.08M | Hold |
3,541
| – | – | 0.25% | 65 |
|
|
2022
Q4 | $1M | Sell |
3,541
-800
| -18% | -$227K | 0.23% | 71 |
|
|
2022
Q3 | $1.01M | Hold |
4,341
| – | – | 0.24% | 68 |
|
|
2022
Q2 | $1.19M | Hold |
4,341
| – | – | 0.26% | 66 |
|
|
2022
Q1 | $1.4M | Hold |
4,341
| – | – | 0.26% | 59 |
|
|
2021
Q4 | $1.22M | Hold |
4,341
| – | – | 0.21% | 70 |
|
|
2021
Q3 | $1.15M | Hold |
4,341
| – | – | 0.22% | 66 |
|
|
2021
Q2 | $1.2M | Hold |
4,341
| – | – | 0.24% | 65 |
|
|
2021
Q1 | $1.25M | Buy |
4,341
+6
| +0.1% | +$1.73K | 0.27% | 59 |
|
|
2020
Q4 | $1.38M | Sell |
4,335
-3,545
| -45% | -$1.13M | 0.32% | 50 |
|
|
2020
Q3 | $1.88M | Hold |
7,880
| – | – | 0.5% | 41 |
|
|
2020
Q2 | $1.09M | Hold |
7,880
| – | – | 0.31% | 56 |
|
|
2020
Q1 | $645K | Hold |
7,880
| – | – | 0.21% | 70 |
|
|
2019
Q4 | $749K | Buy |
7,880
+2,330
| +42% | +$221K | 0.21% | 75 |
|
|
2019
Q3 | $465K | Hold |
5,550
| – | – | 0.14% | 90 |
|
|
2019
Q2 | $347K | Buy |
5,550
+1,000
| +22% | +$62.5K | 0.11% | 102 |
|
|
2019
Q1 | $171K | Buy |
+4,550
| New | +$171K | 0.06% | 127 |
|