Great Valley Advisor Group’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,496
| Closed | -$674K | – | 807 |
|
|
2024
Q1 | $674K | Buy |
+9,496
| New | +$674K | 0.02% | 434 |
|
|
2023
Q4 | – | Sell |
-2,278
| Closed | -$295K | – | 752 |
|
|
2023
Q3 | $295K | Sell |
2,278
-720
| -24% | -$93.4K | 0.01% | 548 |
|
|
2023
Q2 | $806K | Buy |
2,998
+1,011
| +51% | +$272K | 0.03% | 345 |
|
|
2023
Q1 | $604K | Sell |
1,987
-5,348
| -73% | -$1.63M | 0.03% | 400 |
|
|
2022
Q4 | $2.08M | Buy |
7,335
+2,803
| +62% | +$794K | 0.11% | 209 |
|
|
2022
Q3 | $1.05M | Buy |
+4,532
| New | +$1.05M | 0.06% | 299 |
|