Howe & Rusling’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6
| Closed | -$1K | – | 889 |
|
|
2022
Q3 | $1K | Sell |
6
-2
| -25% | -$333 | ﹤0.01% | 1001 |
|
|
2022
Q2 | $2K | Sell |
8
-2
| -20% | -$500 | ﹤0.01% | 889 |
|
|
2022
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 802 |
|
|
2021
Q4 | $3K | Sell |
10
-3
| -23% | -$900 | ﹤0.01% | 822 |
|
|
2021
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 800 |
|
|
2021
Q2 | $4K | Hold |
13
| – | – | ﹤0.01% | 685 |
|
|
2021
Q1 | $4K | Sell |
13
-4
| -24% | -$1.23K | ﹤0.01% | 689 |
|
|
2020
Q4 | $5K | Sell |
17
-9
| -35% | -$2.65K | ﹤0.01% | 619 |
|
|
2020
Q3 | $6K | Sell |
26
-2
| -7% | -$462 | ﹤0.01% | 520 |
|
|
2020
Q2 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 576 |
|