CAPTRUST Financial Advisors’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,629
| Closed | -$340K | – | 2580 |
|
|
2023
Q4 | $340K | Buy |
3,629
+1,012
| +39% | +$94.7K | ﹤0.01% | 2021 |
|
|
2023
Q3 | $339K | Buy |
2,617
+19
| +0.7% | +$2.46K | ﹤0.01% | 1916 |
|
|
2023
Q2 | $699K | Sell |
2,598
-131
| -5% | -$35.2K | ﹤0.01% | 1433 |
|
|
2023
Q1 | $829K | Buy |
2,729
+1,567
| +135% | +$476K | ﹤0.01% | 1127 |
|
|
2022
Q4 | $329K | Buy |
1,162
+39
| +3% | +$11K | ﹤0.01% | 1584 |
|
|
2022
Q3 | $260K | Sell |
1,123
-35
| -3% | -$8.1K | ﹤0.01% | 1645 |
|
|
2022
Q2 | $317K | Sell |
1,158
-32
| -3% | -$8.76K | ﹤0.01% | 1390 |
|
|
2022
Q1 | $384K | Sell |
1,190
-234
| -16% | -$75.5K | ﹤0.01% | 1294 |
|
|
2021
Q4 | $400K | Buy |
1,424
+154
| +12% | +$43.3K | ﹤0.01% | 1228 |
|
|
2021
Q3 | $337K | Sell |
1,270
-28
| -2% | -$7.43K | ﹤0.01% | 1234 |
|
|
2021
Q2 | $359K | Sell |
1,298
-724
| -36% | -$200K | ﹤0.01% | 1156 |
|
|
2021
Q1 | $581K | Buy |
2,022
+1,594
| +372% | +$458K | 0.01% | 904 |
|
|
2020
Q4 | $137K | Buy |
428
+130
| +44% | +$41.6K | ﹤0.01% | 1361 |
|
|
2020
Q3 | $74K | Buy |
298
+210
| +239% | +$52.1K | ﹤0.01% | 1483 |
|
|
2020
Q2 | $12K | Buy |
+88
| New | +$12K | ﹤0.01% | 2125 |
|