Clearstead Trust’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572 | Buy |
+28
| New | +$572 | ﹤0.01% | 1305 |
|
|
2021
Q3 | – | Sell |
-58
| Closed | -$16K | – | 199 |
|
|
2021
Q2 | $16K | Buy |
+58
| New | +$16K | 0.01% | 138 |
|
|
2021
Q1 | – | Sell |
-58
| Closed | -$19K | – | 154 |
|
|
2020
Q4 | $19K | Buy |
+58
| New | +$19K | 0.01% | 139 |
|
|
2020
Q1 | – | Sell |
-62
| Closed | -$6K | – | 185 |
|
|
2019
Q4 | $6K | Hold |
62
| – | – | ﹤0.01% | 163 |
|
|
2019
Q3 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 174 |
|
|
2018
Q3 | – | Sell |
-315
| Closed | -$15K | – | 210 |
|
|
2018
Q2 | $15K | Buy |
+315
| New | +$15K | 0.01% | 171 |
|