Mission 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
Q4 | – | Sell |
-1,911
| Closed | -$247K | – | 567 |
|
|
2023
Q3 | $247K | Buy |
1,911
+9
| +0.5% | +$1.17K | 0.01% | 457 |
|
|
2023
Q2 | $512K | Hold |
1,902
| – | – | 0.02% | 328 |
|
|
2023
Q1 | $578K | Hold |
1,902
| – | – | 0.02% | 292 |
|
|
2022
Q4 | $539K | Sell |
1,902
-2
| -0.1% | -$567 | 0.03% | 292 |
|
|
2022
Q3 | $441K | Buy |
1,904
+1
| +0.1% | +$232 | 0.02% | 301 |
|
|
2022
Q2 | $521K | Buy |
1,903
+3
| +0.2% | +$821 | 0.03% | 279 |
|
|
2022
Q1 | $613K | Buy |
1,900
+50
| +3% | +$16.1K | 0.03% | 264 |
|
|
2021
Q4 | $519K | Buy |
1,850
+50
| +3% | +$14K | 0.02% | 282 |
|
|
2021
Q3 | $477K | Hold |
1,800
| – | – | 0.02% | 283 |
|
|
2021
Q2 | $497K | Sell |
1,800
-2
| -0.1% | -$552 | 0.03% | 279 |
|
|
2021
Q1 | $518K | Sell |
1,802
-236
| -12% | -$67.8K | 0.03% | 254 |
|
|
2020
Q4 | $650K | Sell |
2,038
-348
| -15% | -$111K | 0.04% | 191 |
|
|
2020
Q3 | $569K | Buy |
2,386
+86
| +4% | +$20.5K | 0.04% | 183 |
|
|
2020
Q2 | $319K | Buy |
+2,300
| New | +$319K | 0.03% | 242 |
|
|
2020
Q1 | – | Sell |
-2,300
| Closed | -$219K | – | 343 |
|
|
2019
Q4 | $219K | Buy |
+2,300
| New | +$219K | 0.02% | 312 |
|