J.W. Cole Advisors’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 |
-2,147
| Closed | -$201K | – | 915 |
|
|
2023
Q4 | $201K | Sell |
2,147
-1,085
| -34% | -$102K | 0.01% | 762 |
|
|
2023
Q3 | $419K | Buy |
3,232
+621
| +24% | +$80.4K | 0.03% | 462 |
|
|
2023
Q2 | $702K | Buy |
2,611
+333
| +15% | +$89.6K | 0.05% | 345 |
|
|
2023
Q1 | $692K | Buy |
2,278
+82
| +4% | +$24.9K | 0.05% | 369 |
|
|
2022
Q4 | $622K | Sell |
2,196
-65
| -3% | -$18.4K | 0.05% | 359 |
|
|
2022
Q3 | $523K | Buy |
2,261
+143
| +7% | +$33.1K | 0.04% | 388 |
|
|
2022
Q2 | $580K | Buy |
2,118
+41
| +2% | +$11.2K | 0.05% | 366 |
|
|
2022
Q1 | $670K | Sell |
2,077
-43
| -2% | -$13.9K | 0.04% | 377 |
|
|
2021
Q4 | $595K | Buy |
2,120
+221
| +12% | +$62K | 0.04% | 411 |
|
|
2021
Q3 | $504K | Buy |
1,899
+1,096
| +136% | +$291K | 0.04% | 256 |
|
|
2021
Q2 | $222K | Buy |
+803
| New | +$222K | 0.02% | 674 |
|
|
2020
Q4 | – | Sell |
-986
| Closed | -$235K | – | 845 |
|
|
2020
Q3 | $235K | Buy |
+986
| New | +$235K | 0.02% | 625 |
|