ERn Financial LLC’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
-1,935
Closed -$251K 175
2023
Q3
$251K Sell
1,935
-22
-1% -$2.85K 0.05% 156
2023
Q2
$527K Buy
1,957
+52
+3% +$14K 0.11% 122
2023
Q1
$579K Sell
1,905
-320
-14% -$97.3K 0.13% 111
2022
Q4
$630K Sell
2,225
-224
-9% -$63.5K 0.14% 106
2022
Q3
$567K Buy
2,449
+639
+35% +$148K 0.15% 99
2022
Q2
$495K Buy
1,810
+871
+93% +$238K 0.12% 109
2022
Q1
$303K Buy
+939
New +$303K 0.07% 138