Creative Planning’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,113
| Closed | -$291K | – | 2923 |
|
|
2023
Q4 | $291K | Buy |
3,113
+11
| +0.4% | +$1.03K | ﹤0.01% | 2099 |
|
|
2023
Q3 | $402K | Buy |
3,102
+773
| +33% | +$100K | ﹤0.01% | 1711 |
|
|
2023
Q2 | $626K | Buy |
2,329
+172
| +8% | +$46.3K | ﹤0.01% | 1409 |
|
|
2023
Q1 | $655K | Sell |
2,157
-414
| -16% | -$126K | ﹤0.01% | 1308 |
|
|
2022
Q4 | $728K | Sell |
2,571
-247
| -9% | -$70K | ﹤0.01% | 1197 |
|
|
2022
Q3 | $652K | Sell |
2,818
-82
| -3% | -$19K | ﹤0.01% | 1161 |
|
|
2022
Q2 | $794K | Buy |
2,900
+827
| +40% | +$226K | ﹤0.01% | 1066 |
|
|
2022
Q1 | $668K | Buy |
2,073
+433
| +26% | +$140K | ﹤0.01% | 1184 |
|
|
2021
Q4 | $460K | Sell |
1,640
-176
| -10% | -$49.4K | ﹤0.01% | 1359 |
|
|
2021
Q3 | $482K | Sell |
1,816
-211
| -10% | -$56K | ﹤0.01% | 1325 |
|
|
2021
Q2 | $560K | Sell |
2,027
-2,986
| -60% | -$825K | ﹤0.01% | 1210 |
|
|
2021
Q1 | $1.44M | Sell |
5,013
-1,573
| -24% | -$452K | ﹤0.01% | 847 |
|
|
2020
Q4 | $2.1M | Sell |
6,586
-2,916
| -31% | -$931K | ﹤0.01% | 647 |
|
|
2020
Q3 | $2.27M | Buy |
9,502
+4,196
| +79% | +$1M | 0.01% | 517 |
|
|
2020
Q2 | $736K | Sell |
5,306
-14,766
| -74% | -$2.05M | ﹤0.01% | 856 |
|
|
2020
Q1 | $1.64M | Buy |
20,072
+17,501
| +681% | +$1.43M | 0.01% | 482 |
|
|
2019
Q4 | $244K | Buy |
+2,571
| New | +$244K | ﹤0.01% | 1517 |
|
|
2018
Q4 | – | Sell |
-5,407
| Closed | -$204K | – | 1912 |
|
|
2018
Q3 | $204K | Sell |
5,407
-16,280
| -75% | -$614K | ﹤0.01% | 1657 |
|
|
2018
Q2 | $1.04M | Buy |
21,687
+357
| +2% | +$17.1K | ﹤0.01% | 724 |
|
|
2018
Q1 | $1.12M | Buy |
+21,330
| New | +$1.12M | ﹤0.01% | 670 |
|
|
2017
Q3 | – | Sell |
-2,950
| Closed | -$59K | – | 3293 |
|
|
2017
Q2 | $59K | Sell |
2,950
-792
| -21% | -$15.8K | ﹤0.01% | 2375 |
|
|
2017
Q1 | $58K | Buy |
3,742
+192
| +5% | +$2.98K | ﹤0.01% | 2353 |
|
|
2016
Q4 | $44K | Sell |
3,550
-1,200
| -25% | -$14.9K | ﹤0.01% | 2478 |
|
|
2016
Q3 | $82K | Buy |
4,750
+1,500
| +46% | +$25.9K | ﹤0.01% | 1961 |
|
|
2016
Q2 | $64K | Buy |
3,250
+200
| +7% | +$3.94K | ﹤0.01% | 1960 |
|
|
2016
Q1 | $77K | Buy |
3,050
+200
| +7% | +$5.05K | ﹤0.01% | 1783 |
|
|
2015
Q4 | $80K | Sell |
2,850
-400
| -12% | -$11.2K | ﹤0.01% | 1755 |
|
|
2015
Q3 | $74K | Buy |
+3,250
| New | +$74K | ﹤0.01% | 1766 |
|