Financial Synergies Wealth Advisors’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$71 | – | 394 |
|
|
2024
Q1 | $71 | Hold |
1
| – | – | ﹤0.01% | 499 |
|
|
2023
Q4 | $284 | Hold |
1
| – | – | ﹤0.01% | 425 |
|
|
2023
Q3 | $130 | Hold |
1
| – | – | ﹤0.01% | 490 |
|
|
2023
Q2 | $270 | Hold |
1
| – | – | ﹤0.01% | 474 |
|
|
2023
Q1 | $304 | Hold |
1
| – | – | ﹤0.01% | 462 |
|
|
2022
Q4 | $284 | Hold |
1
| – | – | ﹤0.01% | 425 |
|
|
2022
Q3 | $232 | Hold |
1
| – | – | ﹤0.01% | 438 |
|
|
2022
Q2 | $274 | Buy |
+1
| New | +$274 | ﹤0.01% | 447 |
|