Fulton Breakefield Broenniman’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 |
-2,323
| Closed | -$301K | – | 178 |
|
|
2023
Q3 | $301K | Sell |
2,323
-63
| -3% | -$8.16K | 0.03% | 139 |
|
|
2023
Q2 | $642K | Sell |
2,386
-2
| -0.1% | -$538 | 0.05% | 102 |
|
|
2023
Q1 | $726K | Sell |
2,388
-413
| -15% | -$126K | 0.06% | 100 |
|
|
2022
Q4 | $793K | Buy |
2,801
+908
| +48% | +$257K | 0.07% | 99 |
|
|
2022
Q3 | $438K | Buy |
+1,893
| New | +$438K | 0.04% | 107 |
|