KCS Wealth Advisory’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $320K | Sell |
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|
2022
Q4 | $303K | Hold |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $351K | Sell |
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|
2021
Q4 | $315K | Sell |
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|
2021
Q3 | $300K | Hold |
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|
2021
Q2 | $313K | Sell |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $303K | Sell |
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|
2020
Q2 | $284K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Sell |
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|
2019
Q3 | $195K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $276K | Buy |
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