EverSource Wealth Advisors’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12K | Sell |
104
-248
| -70% | -$5.06K | ﹤0.01% | 3483 |
|
|
2025
Q1 | $5.7K | Buy |
352
+159
| +82% | +$2.57K | ﹤0.01% | 2426 |
|
|
2024
Q4 | $2.63K | Buy |
193
+191
| +9,550% | +$2.6K | ﹤0.01% | 2615 |
|
|
2024
Q3 | $46 | Hold |
2
| – | – | ﹤0.01% | 3010 |
|
|
2024
Q2 | $58 | Sell |
2
-50
| -96% | -$1.45K | ﹤0.01% | 3020 |
|
|
2024
Q1 | $3.05K | Sell |
52
-39
| -43% | -$2.29K | ﹤0.01% | 2243 |
|
|
2023
Q4 | $8.52K | Buy |
91
+67
| +279% | +$6.27K | ﹤0.01% | 1634 |
|
|
2023
Q3 | $3.11K | Buy |
24
+7
| +41% | +$907 | ﹤0.01% | 1875 |
|
|
2023
Q2 | $4.57K | Buy |
17
+6
| +55% | +$1.61K | ﹤0.01% | 1764 |
|
|
2023
Q1 | $3.34K | Sell |
11
-4
| -27% | -$1.22K | ﹤0.01% | 1771 |
|
|
2022
Q4 | $4.25K | Buy |
15
+1
| +7% | +$283 | ﹤0.01% | 1670 |
|
|
2022
Q3 | $3K | Buy |
14
+5
| +56% | +$1.07K | ﹤0.01% | 1574 |
|
|
2022
Q2 | $3K | Buy |
9
+1
| +13% | +$333 | ﹤0.01% | 1430 |
|
|
2022
Q1 | $3K | Sell |
8
-9
| -53% | -$3.38K | ﹤0.01% | 1449 |
|
|
2021
Q4 | $5K | Buy |
+17
| New | +$5K | ﹤0.01% | 1275 |
|