Glassman Wealth Services’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28
| Closed | -$2.62K | – | 1524 |
|
|
2023
Q4 | $2.62K | Hold |
28
| – | – | ﹤0.01% | 1268 |
|
|
2023
Q3 | $3.63K | Sell |
28
-37
| -57% | -$4.79K | ﹤0.01% | 1164 |
|
|
2023
Q2 | $17.5K | Sell |
65
-4
| -6% | -$1.08K | ﹤0.01% | 661 |
|
|
2023
Q1 | $21K | Buy |
69
+4
| +6% | +$1.22K | ﹤0.01% | 628 |
|
|
2022
Q4 | $18.4K | Sell |
65
-7
| -10% | -$1.98K | ﹤0.01% | 684 |
|
|
2022
Q3 | $17K | Buy |
72
+18
| +33% | +$4.25K | ﹤0.01% | 671 |
|
|
2022
Q2 | $15K | Sell |
54
-1
| -2% | -$278 | ﹤0.01% | 710 |
|
|
2022
Q1 | $18K | Buy |
55
+15
| +38% | +$4.91K | ﹤0.01% | 682 |
|
|
2021
Q4 | $11K | Buy |
+40
| New | +$11K | ﹤0.01% | 772 |
|
|
2021
Q3 | – | Sell |
-17
| Closed | -$5K | – | 1783 |
|
|
2021
Q2 | $5K | Buy |
+17
| New | +$5K | ﹤0.01% | 933 |
|