Capital Investment Services of America’s SolarEdge SEDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-69,212
Closed -$1.75M 77
2024
Q2
$1.75M Sell
69,212
-15,854
-19% -$400K 0.17% 53
2024
Q1
$6.04M Buy
85,066
+52,545
+162% +$3.73M 0.58% 42
2023
Q4
$3.04M Sell
32,521
-16,698
-34% -$1.56M 0.32% 48
2023
Q3
$6.37M Sell
49,219
-5,161
-9% -$668K 0.74% 41
2023
Q2
$14.6M Buy
54,380
+7,347
+16% +$1.98M 1.6% 29
2023
Q1
$14.3M Sell
47,033
-841
-2% -$256K 1.73% 29
2022
Q4
$13.6M Sell
47,874
-372
-0.8% -$105K 1.8% 28
2022
Q3
$11.2M Sell
48,246
-90
-0.2% -$20.8K 1.52% 32
2022
Q2
$13.2M Buy
+48,336
New +$13.2M 1.72% 29