Lake Point Wealth Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-100
| Closed | -$28K | – | 474 |
|
|
2021
Q4 | $28K | Hold |
100
| – | – | 0.01% | 98 |
|
|
2021
Q3 | $27K | Hold |
100
| – | – | 0.01% | 92 |
|
|
2021
Q2 | $28K | Buy |
+100
| New | +$28K | 0.01% | 100 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | 0.01% | 127 |
|
|
2019
Q4 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 272 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 402 |
|
|
2019
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 402 |
|
|
2018
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 595 |
|