Cetera Investment Advisers’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,894
| Closed | -$245K | – | 2316 |
|
2023
Q3 | $245K | Sell |
1,894
-139
| -7% | -$18K | ﹤0.01% | 1856 |
|
2023
Q2 | $547K | Buy |
2,033
+226
| +13% | +$60.8K | ﹤0.01% | 1400 |
|
2023
Q1 | $549K | Buy |
1,807
+253
| +16% | +$76.9K | ﹤0.01% | 1374 |
|
2022
Q4 | $440K | Buy |
1,554
+383
| +33% | +$108K | ﹤0.01% | 1443 |
|
2022
Q3 | $271K | Sell |
1,171
-367
| -24% | -$84.9K | 0.01% | 1343 |
|
2022
Q2 | $421K | Buy |
1,538
+42
| +3% | +$11.5K | 0.01% | 1210 |
|
2022
Q1 | $482K | Sell |
1,496
-442
| -23% | -$142K | 0.01% | 1184 |
|
2021
Q4 | $544K | Sell |
1,938
-18
| -0.9% | -$5.05K | 0.01% | 1132 |
|
2021
Q3 | $519K | Buy |
1,956
+57
| +3% | +$15.1K | 0.01% | 1121 |
|
2021
Q2 | $525K | Buy |
1,899
+971
| +105% | +$268K | 0.01% | 1099 |
|
2021
Q1 | $267K | Sell |
928
-1,094
| -54% | -$315K | 0.01% | 1314 |
|
2020
Q4 | $645K | Buy |
+2,022
| New | +$645K | 0.01% | 854 |
|