Independent Advisor Alliance’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,124
| Closed | -$292K | – | 731 |
|
|
2023
Q4 | $292K | Sell |
3,124
-449
| -13% | -$42K | 0.01% | 551 |
|
|
2023
Q3 | $463K | Sell |
3,573
-353
| -9% | -$45.7K | 0.02% | 428 |
|
|
2023
Q2 | $1.06M | Sell |
3,926
-234
| -6% | -$63K | 0.05% | 297 |
|
|
2023
Q1 | $1.26M | Buy |
+4,160
| New | +$1.26M | 0.06% | 255 |
|
|
2022
Q4 | – | Sell |
-4,575
| Closed | -$1.06M | – | 596 |
|
|
2022
Q3 | $1.06M | Sell |
4,575
-269
| -6% | -$62.3K | 0.06% | 255 |
|
|
2022
Q2 | $1.33M | Sell |
4,844
-189
| -4% | -$51.7K | 0.07% | 218 |
|
|
2022
Q1 | $1.62M | Sell |
5,033
-359
| -7% | -$116K | 0.08% | 212 |
|
|
2021
Q4 | $1.51M | Sell |
5,392
-55
| -1% | -$15.4K | 0.07% | 207 |
|
|
2021
Q3 | $1.45M | Sell |
5,447
-3,577
| -40% | -$949K | 0.08% | 203 |
|
|
2021
Q2 | $2.49M | Buy |
9,024
+200
| +2% | +$55.3K | 0.14% | 149 |
|
|
2021
Q1 | $2.54M | Buy |
8,824
+3,113
| +55% | +$895K | 0.15% | 133 |
|
|
2020
Q4 | $1.82M | Buy |
5,711
+381
| +7% | +$122K | 0.12% | 143 |
|
|
2020
Q3 | $1.27M | Buy |
5,330
+644
| +14% | +$153K | 0.1% | 158 |
|
|
2020
Q2 | $650K | Buy |
+4,686
| New | +$650K | 0.07% | 217 |
|