Castle Rock Wealth Management’s SolarEdge SEDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,841
Closed -$515K 247
2020
Q3
$515K Buy
1,841
+315
+21% +$88.1K 0.34% 103
2020
Q2
$299K Sell
1,526
-223
-13% -$43.7K 0.18% 157
2020
Q1
$209K Buy
+1,749
New +$209K 0.18% 118