Lido Advisors’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 |
-1,780
| Closed | -$479K | – | 1106 |
|
|
2023
Q2 | $479K | Buy |
1,780
+1,021
| +135% | +$275K | ﹤0.01% | 680 |
|
|
2023
Q1 | $231K | Buy |
+759
| New | +$231K | ﹤0.01% | 865 |
|
|
2021
Q4 | – | Sell |
-806
| Closed | -$213K | – | 915 |
|
|
2021
Q3 | $213K | Buy |
806
+43
| +6% | +$11.4K | ﹤0.01% | 790 |
|
|
2021
Q2 | $211K | Buy |
+763
| New | +$211K | ﹤0.01% | 742 |
|
|
2020
Q2 | – | Sell |
-2,964
| Closed | -$243K | – | 588 |
|
|
2020
Q1 | $243K | Buy |
2,964
+50
| +2% | +$4.1K | 0.01% | 415 |
|
|
2019
Q4 | $277K | Buy |
+2,914
| New | +$277K | 0.01% | 473 |
|