Carson Wealth (CWM LLC)’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $35K | Buy |
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|
2025
Q2 | $19K | Buy |
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|
2025
Q1 | $15K | Buy |
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|
2024
Q4 | $1K | Sell |
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|
2024
Q3 | $5K | Buy |
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|
2024
Q2 | $3K | Sell |
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|
2024
Q1 | $11K | Sell |
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|
2023
Q4 | $117K | Buy |
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|
2023
Q3 | $84K | Buy |
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|
2023
Q2 | $90K | Sell |
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|
2023
Q1 | $182K | Buy |
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|
2022
Q4 | $87K | Sell |
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|
2022
Q3 | $114K | Sell |
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|
2022
Q2 | $688K | Sell |
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|
2022
Q1 | $962K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q2 | $746K | Hold |
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|
2021
Q1 | $746K | Hold |
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|
2020
Q4 | $746K | Hold |
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|
2020
Q3 | $746K | Hold |
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|
2020
Q2 | $746K | Hold |
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|
2020
Q1 | $746K | Hold |
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|
2019
Q4 | $746K | Hold |
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|
2019
Q3 | $746K | Hold |
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|
2019
Q2 | $746K | Hold |
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|
2019
Q1 | $746K | Buy |
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