Capital Advisory Group Advisory Services’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 |
-819
| Closed | -$264K | – | 429 |
|
|
2022
Q1 | $264K | Sell |
819
-21
| -3% | -$6.77K | 0.12% | 132 |
|
|
2021
Q4 | $236K | Buy |
840
+1
| +0.1% | +$281 | 0.1% | 151 |
|
|
2021
Q3 | $223K | Buy |
839
+23
| +3% | +$6.11K | 0.08% | 184 |
|
|
2021
Q2 | $226K | Sell |
816
-1
| -0.1% | -$277 | 0.08% | 189 |
|
|
2021
Q1 | $235K | Buy |
817
+7
| +0.9% | +$2.01K | 0.09% | 170 |
|
|
2020
Q4 | $258K | Buy |
+810
| New | +$258K | 0.11% | 145 |
|