FDx Advisors’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,036
| Closed | -$548K | – | 759 |
|
|
2023
Q2 | $548K | Sell |
2,036
-333
| -14% | -$89.6K | 0.03% | 425 |
|
|
2023
Q1 | $671K | Hold |
2,369
| – | – | 0.03% | 366 |
|
|
2022
Q4 | $671K | Sell |
2,369
-387
| -14% | -$110K | 0.03% | 366 |
|
|
2022
Q3 | $638K | Sell |
2,756
-641
| -19% | -$148K | 0.03% | 366 |
|
|
2022
Q2 | $930K | Buy |
3,397
+743
| +28% | +$203K | 0.03% | 332 |
|
|
2022
Q1 | $856K | Buy |
2,654
+345
| +15% | +$111K | 0.03% | 357 |
|
|
2021
Q4 | $648K | Buy |
2,309
+392
| +20% | +$110K | 0.02% | 464 |
|
|
2021
Q3 | $508K | Buy |
1,917
+578
| +43% | +$153K | 0.02% | 507 |
|
|
2021
Q2 | $370K | Sell |
1,339
-502
| -27% | -$139K | 0.01% | 598 |
|
|
2021
Q1 | $529K | Sell |
1,841
-263
| -13% | -$75.6K | 0.02% | 454 |
|
|
2020
Q4 | $671K | Sell |
2,104
-610
| -22% | -$195K | 0.03% | 358 |
|
|
2020
Q3 | $647K | Buy |
+2,714
| New | +$647K | 0.03% | 320 |
|