Kestra Advisory Services’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,889
| Closed | -$777K | – | 2220 |
|
|
2023
Q2 | $777K | Buy |
2,889
+1,981
| +218% | +$533K | 0.01% | 1095 |
|
|
2023
Q1 | $276K | Sell |
908
-420
| -32% | -$128K | ﹤0.01% | 1620 |
|
|
2022
Q4 | $376K | Sell |
1,328
-1,465
| -52% | -$415K | ﹤0.01% | 1575 |
|
|
2022
Q3 | $646K | Buy |
2,793
+1,501
| +116% | +$347K | 0.01% | 1177 |
|
|
2022
Q2 | $354K | Buy |
1,292
+409
| +46% | +$112K | ﹤0.01% | 1519 |
|
|
2022
Q1 | $285K | Buy |
883
+146
| +20% | +$47.1K | ﹤0.01% | 1624 |
|
|
2021
Q4 | $207K | Sell |
737
-1,792
| -71% | -$503K | ﹤0.01% | 1859 |
|
|
2021
Q3 | $671K | Buy |
+2,529
| New | +$671K | 0.01% | 1235 |
|
|
2021
Q2 | – | Sell |
-1,702
| Closed | -$489K | – | 2032 |
|
|
2021
Q1 | $489K | Buy |
1,702
+368
| +28% | +$106K | 0.01% | 1204 |
|
|
2020
Q4 | $426K | Buy |
+1,334
| New | +$426K | ﹤0.01% | 1296 |
|