IHT Wealth Management’s SolarEdge SEDG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,852
| Closed | -$767K | – | 1020 |
|
2023
Q2 | $767K | Sell |
2,852
-283
| -9% | -$76.1K | 0.04% | 405 |
|
2023
Q1 | $953K | Buy |
3,135
+87
| +3% | +$26.4K | 0.05% | 318 |
|
2022
Q4 | $863K | Sell |
3,048
-378
| -11% | -$107K | 0.05% | 329 |
|
2022
Q3 | $793K | Buy |
3,426
+1,548
| +82% | +$358K | 0.06% | 332 |
|
2022
Q2 | $514K | Sell |
1,878
-213
| -10% | -$58.3K | 0.05% | 384 |
|
2022
Q1 | $674K | Buy |
2,091
+268
| +15% | +$86.4K | 0.05% | 332 |
|
2021
Q4 | $511K | Sell |
1,823
-137
| -7% | -$38.4K | 0.04% | 430 |
|
2021
Q3 | $520K | Sell |
1,960
-537
| -22% | -$142K | 0.04% | 417 |
|
2021
Q2 | $690K | Buy |
2,497
+467
| +23% | +$129K | 0.04% | 418 |
|
2021
Q1 | $584K | Buy |
2,030
+223
| +12% | +$64.2K | 0.04% | 404 |
|
2020
Q4 | $577K | Sell |
1,807
-184
| -9% | -$58.8K | 0.05% | 360 |
|
2020
Q3 | $475K | Sell |
1,991
-155
| -7% | -$37K | 0.05% | 363 |
|
2020
Q2 | $298K | Buy |
+2,146
| New | +$298K | 0.04% | 415 |
|