HBK Sorce Advisory’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,411
| Closed | -$396K | – | 604 |
|
|
2021
Q4 | $396K | Sell |
1,411
-30
| -2% | -$8.42K | 0.02% | 383 |
|
|
2021
Q3 | $382K | Sell |
1,441
-5
| -0.3% | -$1.33K | 0.02% | 375 |
|
|
2021
Q2 | $400K | Buy |
1,446
+631
| +77% | +$175K | 0.02% | 371 |
|
|
2021
Q1 | $234K | Buy |
815
+76
| +10% | +$21.8K | 0.01% | 476 |
|
|
2020
Q4 | $236K | Buy |
+739
| New | +$236K | 0.01% | 438 |
|