Golden State Wealth Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,001
| Closed | -$82K | – | 751 |
|
2020
Q1 | $82K | Buy |
+1,001
| New | +$82K | 0.04% | 282 |
|
2019
Q4 | – | Sell |
-1,001
| Closed | -$84K | – | 751 |
|
2019
Q3 | $84K | Hold |
1,001
| – | – | 0.03% | 337 |
|
2019
Q2 | $62K | Hold |
1,001
| – | – | 0.02% | 405 |
|
2019
Q1 | $38K | Buy |
+1,001
| New | +$38K | 0.01% | 509 |
|