Concord Wealth Partners’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3
| Closed | -$1K | – | 961 |
|
|
2022
Q2 | $1K | Sell |
3
-48
| -94% | -$16K | ﹤0.01% | 1191 |
|
|
2022
Q1 | $16K | Hold |
51
| – | – | ﹤0.01% | 676 |
|
|
2021
Q4 | $14K | Buy |
51
+36
| +240% | +$9.88K | ﹤0.01% | 720 |
|
|
2021
Q3 | $4K | Buy |
15
+11
| +275% | +$2.93K | ﹤0.01% | 647 |
|
|
2021
Q2 | $1K | Sell |
4
-1
| -20% | -$250 | ﹤0.01% | 1006 |
|
|
2021
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 954 |
|