Lee Financial’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6
| Closed | -$778 | – | 917 |
|
|
2023
Q3 | $778 | Hold |
6
| – | – | ﹤0.01% | 783 |
|
|
2023
Q2 | $1.62K | Hold |
6
| – | – | ﹤0.01% | 695 |
|
|
2023
Q1 | $1.82K | Sell |
6
-1
| -14% | -$304 | ﹤0.01% | 689 |
|
|
2022
Q4 | $1.98K | Hold |
7
| – | – | ﹤0.01% | 696 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 785 |
|
|
2022
Q2 | $2K | Buy |
7
+1
| +17% | +$286 | ﹤0.01% | 733 |
|
|
2022
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 676 |
|
|
2021
Q4 | $2K | Sell |
6
-4
| -40% | -$1.33K | ﹤0.01% | 780 |
|
|
2021
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 567 |
|
|
2021
Q2 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 526 |
|