Mount Yale Investment Advisors’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,582
| Closed | -$448K | – | 523 |
|
|
2022
Q4 | $448K | Buy |
1,582
+627
| +66% | +$178K | 0.05% | 293 |
|
|
2022
Q3 | $221K | Sell |
955
-890
| -48% | -$206K | 0.03% | 403 |
|
|
2022
Q2 | $505K | Buy |
1,845
+541
| +41% | +$148K | 0.06% | 290 |
|
|
2022
Q1 | $420K | Buy |
1,304
+423
| +48% | +$136K | 0.05% | 322 |
|
|
2021
Q4 | $247K | Sell |
881
-1,425
| -62% | -$400K | 0.03% | 406 |
|
|
2021
Q3 | $612K | Buy |
+2,306
| New | +$612K | 0.07% | 250 |
|