KCS Wealth Advisory’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $270K | Buy |
2,081
+1,043
| +100% | +$135K | 0.11% | 120 |
|
|
2023
Q2 | $279K | Sell |
1,038
-15
| -1% | -$4.04K | 0.1% | 132 |
|
|
2023
Q1 | $320K | Sell |
1,053
-15
| -1% | -$4.56K | 0.12% | 119 |
|
|
2022
Q4 | $303K | Hold |
1,068
| – | – | 0.13% | 124 |
|
|
2022
Q3 | $247K | Sell |
1,068
-20
| -2% | -$4.63K | 0.11% | 131 |
|
|
2022
Q2 | $298K | Hold |
1,088
| – | – | 0.13% | 127 |
|
|
2022
Q1 | $351K | Sell |
1,088
-35
| -3% | -$11.3K | 0.16% | 120 |
|
|
2021
Q4 | $315K | Sell |
1,123
-10
| -0.9% | -$2.81K | 0.13% | 137 |
|
|
2021
Q3 | $300K | Hold |
1,133
| – | – | 0.14% | 124 |
|
|
2021
Q2 | $313K | Sell |
1,133
-10
| -0.9% | -$2.76K | 0.15% | 128 |
|
|
2021
Q1 | $329K | Sell |
1,143
-45
| -4% | -$13K | 0.17% | 122 |
|
|
2020
Q4 | $379K | Sell |
1,188
-82
| -6% | -$26.2K | 0.25% | 110 |
|
|
2020
Q3 | $303K | Sell |
1,270
-778
| -38% | -$186K | 0.24% | 113 |
|
|
2020
Q2 | $284K | Buy |
+2,048
| New | +$284K | 0.24% | 118 |
|
|
2020
Q1 | – | Sell |
-2,106
| Closed | -$200K | – | 155 |
|
|
2019
Q4 | $200K | Sell |
2,106
-225
| -10% | -$21.4K | 0.15% | 146 |
|
|
2019
Q3 | $195K | Buy |
+2,331
| New | +$195K | 0.13% | 149 |
|
|
2018
Q1 | – | Sell |
-7,357
| Closed | -$276K | – | 180 |
|
|
2017
Q4 | $276K | Buy |
+7,357
| New | +$276K | 0.27% | 129 |
|