Global Wealth Management Investment Advisory’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 |
-100
| Closed | -$9.36K | – | 380 |
|
|
2023
Q4 | $9.36K | Sell |
100
-38
| -28% | -$3.56K | ﹤0.01% | 298 |
|
|
2023
Q3 | $17.9K | Buy |
138
+73
| +112% | +$9.45K | 0.01% | 252 |
|
|
2023
Q2 | $17.5K | Buy |
+65
| New | +$17.5K | ﹤0.01% | 260 |
|
|
2022
Q3 | – | Sell |
-163
| Closed | -$45K | – | 409 |
|
|
2022
Q2 | $45K | Sell |
163
-26
| -14% | -$7.18K | 0.02% | 184 |
|
|
2022
Q1 | $61K | Buy |
189
+65
| +52% | +$21K | 0.02% | 178 |
|
|
2021
Q4 | $35K | Buy |
124
+114
| +1,140% | +$32.2K | 0.01% | 214 |
|
|
2021
Q3 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 396 |
|
|
2019
Q4 | – | Sell |
-75
| Closed | -$6K | – | 710 |
|
|
2019
Q3 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 386 |
|
|
2019
Q2 | – | Sell |
-27
| Closed | -$1K | – | 772 |
|
|
2019
Q1 | $1K | Sell |
27
-337
| -93% | -$12.5K | ﹤0.01% | 644 |
|
|
2018
Q4 | $13K | Buy |
+364
| New | +$13K | 0.01% | 350 |
|