JFS Wealth Advisors’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5
| Closed | -$127 | – | 2016 |
|
|
2024
Q2 | $127 | Sell |
5
-10
| -67% | -$254 | ﹤0.01% | 1917 |
|
|
2024
Q1 | $1.07K | Hold |
15
| – | – | ﹤0.01% | 1644 |
|
|
2023
Q4 | $1.4K | Sell |
15
-5
| -25% | -$468 | ﹤0.01% | 1553 |
|
|
2023
Q3 | $2.59K | Sell |
20
-9
| -31% | -$1.17K | ﹤0.01% | 1262 |
|
|
2023
Q2 | $7.8K | Sell |
29
-4
| -12% | -$1.08K | ﹤0.01% | 813 |
|
|
2023
Q1 | $10K | Buy |
33
+5
| +18% | +$1.52K | ﹤0.01% | 722 |
|
|
2022
Q4 | $7.93K | Sell |
28
-44
| -61% | -$12.5K | ﹤0.01% | 803 |
|
|
2022
Q3 | $17K | Sell |
72
-5
| -6% | -$1.18K | ﹤0.01% | 612 |
|
|
2022
Q2 | $21K | Buy |
77
+6
| +8% | +$1.64K | ﹤0.01% | 579 |
|
|
2022
Q1 | $23K | Buy |
71
+27
| +61% | +$8.75K | ﹤0.01% | 569 |
|
|
2021
Q4 | $12K | Buy |
44
+4
| +10% | +$1.09K | ﹤0.01% | 665 |
|
|
2021
Q3 | $11K | Buy |
+40
| New | +$11K | ﹤0.01% | 631 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$11K | – | 518 |
|
|
2018
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 399 |
|
|
2018
Q2 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 343 |
|