Geneos Wealth Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-22
| Closed | -$504 | – | 2955 |
|
|
2024
Q3 | $504 | Hold |
22
| – | – | ﹤0.01% | 2556 |
|
|
2024
Q2 | $556 | Buy |
+22
| New | +$556 | ﹤0.01% | 2041 |
|
|
2024
Q1 | – | Sell |
-35
| Closed | -$3.28K | – | 2209 |
|
|
2023
Q4 | $3.28K | Hold |
35
| – | – | ﹤0.01% | 1820 |
|
|
2023
Q3 | $4.53K | Hold |
35
| – | – | ﹤0.01% | 1770 |
|
|
2023
Q2 | $9.42K | Hold |
35
| – | – | ﹤0.01% | 1591 |
|
|
2023
Q1 | $10.6K | Hold |
35
| – | – | ﹤0.01% | 1533 |
|
|
2022
Q4 | $9.91K | Hold |
35
| – | – | ﹤0.01% | 1533 |
|
|
2022
Q3 | $8K | Hold |
35
| – | – | ﹤0.01% | 1585 |
|
|
2022
Q2 | $9K | Hold |
35
| – | – | ﹤0.01% | 2007 |
|
|
2022
Q1 | $11K | Sell |
35
-65
| -65% | -$20.4K | ﹤0.01% | 2064 |
|
|
2021
Q4 | $28K | Sell |
100
-25
| -20% | -$7K | ﹤0.01% | 1719 |
|
|
2021
Q3 | $34K | Hold |
125
| – | – | ﹤0.01% | 1672 |
|
|
2021
Q2 | $34K | Sell |
125
-277
| -69% | -$75.3K | ﹤0.01% | 1656 |
|
|
2021
Q1 | $105K | Buy |
402
+90
| +29% | +$23.5K | ﹤0.01% | 1285 |
|
|
2020
Q4 | $59K | Buy |
312
+187
| +150% | +$35.4K | ﹤0.01% | 1379 |
|
|
2020
Q3 | $25K | Hold |
125
| – | – | ﹤0.01% | 1553 |
|
|
2020
Q2 | $16K | Sell |
125
-125
| -50% | -$16K | ﹤0.01% | 1730 |
|
|
2020
Q1 | $20K | Sell |
250
-125
| -33% | -$10K | ﹤0.01% | 1519 |
|
|
2019
Q4 | $35K | Hold |
375
| – | – | ﹤0.01% | 1441 |
|
|
2019
Q3 | $30K | Hold |
375
| – | – | ﹤0.01% | 1431 |
|
|
2019
Q2 | $23K | Hold |
375
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q1 | $14K | Hold |
375
| – | – | ﹤0.01% | 1723 |
|
|
2018
Q4 | $13K | Buy |
+375
| New | +$13K | ﹤0.01% | 1703 |
|
|
2018
Q1 | – | Sell |
-1,264
| Closed | -$47K | – | 2229 |
|
|
2017
Q4 | $47K | Sell |
1,264
-288
| -19% | -$10.7K | ﹤0.01% | 1029 |
|
|
2017
Q3 | $44K | Buy |
+1,552
| New | +$44K | ﹤0.01% | 1011 |
|