Carson Wealth (CWM LLC)’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Buy |
939
+1
| +0.1% | +$20 | ﹤0.01% | 3951 |
|
|
2025
Q1 | $15K | Buy |
938
+846
| +920% | +$13.5K | ﹤0.01% | 3882 |
|
|
2024
Q4 | $1K | Sell |
92
-118
| -56% | -$1.28K | ﹤0.01% | 4792 |
|
|
2024
Q3 | $5K | Buy |
210
+107
| +104% | +$2.55K | ﹤0.01% | 4132 |
|
|
2024
Q2 | $3K | Sell |
103
-50
| -33% | -$1.46K | ﹤0.01% | 4118 |
|
|
2024
Q1 | $11K | Sell |
153
-1,097
| -88% | -$78.9K | ﹤0.01% | 3294 |
|
|
2023
Q4 | $117K | Buy |
1,250
+602
| +93% | +$56.3K | ﹤0.01% | 1659 |
|
|
2023
Q3 | $84K | Buy |
648
+314
| +94% | +$40.7K | ﹤0.01% | 1738 |
|
|
2023
Q2 | $90K | Sell |
334
-264
| -44% | -$71.1K | ﹤0.01% | 1622 |
|
|
2023
Q1 | $182K | Buy |
598
+292
| +95% | +$88.9K | ﹤0.01% | 1230 |
|
|
2022
Q4 | $87K | Sell |
306
-188
| -38% | -$53.5K | ﹤0.01% | 1436 |
|
|
2022
Q3 | $114K | Sell |
494
-2,021
| -80% | -$466K | ﹤0.01% | 1286 |
|
|
2022
Q2 | $688K | Sell |
2,515
-468
| -16% | -$128K | 0.01% | 659 |
|
|
2022
Q1 | $962K | Sell |
2,983
-668
| -18% | -$215K | 0.01% | 568 |
|
|
2021
Q4 | $1.02M | Buy |
+3,651
| New | +$1.02M | 0.01% | 570 |
|
|
2021
Q2 | $746K | Hold |
2,698
| – | – | 0.01% | 611 |
|
|
2021
Q1 | $746K | Hold |
2,698
| – | – | 0.01% | 611 |
|
|
2020
Q4 | $746K | Hold |
2,698
| – | – | 0.01% | 611 |
|
|
2020
Q3 | $746K | Hold |
2,698
| – | – | 0.01% | 611 |
|
|
2020
Q2 | $746K | Hold |
2,698
| – | – | 0.01% | 611 |
|
|
2020
Q1 | $746K | Hold |
2,698
| – | – | 0.01% | 611 |
|
|
2019
Q4 | $746K | Hold |
2,698
| – | – | 0.01% | 611 |
|
|
2019
Q3 | $746K | Hold |
2,698
| – | – | 0.01% | 611 |
|
|
2019
Q2 | $746K | Hold |
2,698
| – | – | 0.01% | 611 |
|
|
2019
Q1 | $746K | Buy |
+2,698
| New | +$746K | 0.01% | 611 |
|