Kingsview Wealth Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,694
| Closed | -$480K | – | 941 |
|
|
2022
Q4 | $480K | Buy |
+1,694
| New | +$480K | 0.02% | 519 |
|
|
2021
Q2 | – | Sell |
-2,135
| Closed | -$605K | – | 930 |
|
|
2021
Q1 | $605K | Sell |
2,135
-1,400
| -40% | -$397K | 0.03% | 466 |
|
|
2020
Q4 | $1.13M | Buy |
3,535
+2,361
| +201% | +$753K | 0.08% | 252 |
|
|
2020
Q3 | $280K | Buy |
+1,174
| New | +$280K | 0.03% | 492 |
|