Carolina Wealth Advisors’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653 | Hold |
32
| – | – | ﹤0.01% | 249 |
|
|
2025
Q1 | $518 | Hold |
32
| – | – | ﹤0.01% | 263 |
|
|
2024
Q4 | $435 | Hold |
32
| – | – | ﹤0.01% | 280 |
|
|
2024
Q3 | $733 | Hold |
32
| – | – | ﹤0.01% | 312 |
|
|
2024
Q2 | $808 | Hold |
32
| – | – | ﹤0.01% | 199 |
|
|
2024
Q1 | $2.27K | Hold |
32
| – | – | ﹤0.01% | 191 |
|
|
2023
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 198 |
|
|
2023
Q3 | $4.14K | Hold |
32
| – | – | ﹤0.01% | 199 |
|
|
2023
Q2 | $8.61K | Hold |
32
| – | – | 0.01% | 160 |
|
|
2023
Q1 | $9.73K | Hold |
32
| – | – | 0.01% | 151 |
|
|
2022
Q4 | $9K | Sell |
32
-29
| -48% | -$8.16K | 0.01% | 151 |
|
|
2022
Q3 | $14K | Hold |
61
| – | – | 0.01% | 134 |
|
|
2022
Q2 | $17K | Hold |
61
| – | – | 0.01% | 150 |
|
|
2022
Q1 | $20K | Hold |
61
| – | – | 0.01% | 155 |
|
|
2021
Q4 | $17K | Hold |
61
| – | – | 0.01% | 167 |
|
|
2021
Q3 | $16K | Hold |
61
| – | – | 0.01% | 167 |
|
|
2021
Q2 | $17K | Hold |
61
| – | – | 0.01% | 173 |
|
|
2021
Q1 | $18K | Sell |
61
-35
| -36% | -$10.3K | 0.01% | 176 |
|
|
2020
Q4 | $31K | Hold |
96
| – | – | 0.02% | 97 |
|
|
2020
Q3 | $23K | Hold |
96
| – | – | 0.02% | 93 |
|
|
2020
Q2 | $13K | Hold |
96
| – | – | 0.01% | 106 |
|
|
2020
Q1 | $8K | Buy |
+96
| New | +$8K | 0.01% | 117 |
|