MONECO 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 |
-1,253
| Closed | -$337K | – | 349 |
|
2023
Q2 | $337K | Buy |
1,253
+2
| +0.2% | +$538 | 0.09% | 236 |
|
2023
Q1 | $380K | Hold |
1,251
| – | – | 0.11% | 206 |
|
2022
Q4 | $354K | Hold |
1,251
| – | – | 0.13% | 174 |
|
2022
Q3 | $290K | Buy |
1,251
+1
| +0.1% | +$232 | 0.12% | 185 |
|
2022
Q2 | $342K | Sell |
1,250
-250
| -17% | -$68.4K | 0.13% | 163 |
|
2022
Q1 | $484K | Hold |
1,500
| – | – | 0.18% | 126 |
|
2021
Q4 | $347K | Hold |
1,500
| – | – | 0.13% | 164 |
|
2021
Q3 | $398K | Hold |
1,500
| – | – | 0.16% | 142 |
|
2021
Q2 | $415K | Hold |
1,500
| – | – | 0.19% | 122 |
|
2021
Q1 | $431K | Hold |
1,500
| – | – | 0.21% | 112 |
|
2020
Q4 | $503K | Buy |
+1,500
| New | +$503K | 0.28% | 81 |
|