Linscomb Wealth’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,071
| Closed | -$308K | – | 339 |
|
|
2021
Q1 | $308K | Buy |
+1,071
| New | +$308K | 0.02% | 261 |
|
|
2020
Q4 | – | Sell |
-1,308
| Closed | -$312K | – | 315 |
|
|
2020
Q3 | $312K | Sell |
1,308
-143
| -10% | -$34.1K | 0.02% | 231 |
|
|
2020
Q2 | $201K | Sell |
1,451
-3,995
| -73% | -$553K | 0.01% | 280 |
|
|
2020
Q1 | $446K | Sell |
5,446
-4,060
| -43% | -$332K | 0.04% | 275 |
|
|
2019
Q4 | $904K | Buy |
+9,506
| New | +$904K | 0.06% | 237 |
|