Optimum Investment Advisors’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-100
| Closed | -$2.53K | – | 657 |
|
|
2024
Q2 | $2.53K | Sell |
100
-100
| -50% | -$2.53K | ﹤0.01% | 586 |
|
|
2024
Q1 | $14.2K | Hold |
200
| – | – | 0.01% | 488 |
|
|
2023
Q4 | $18.7K | Hold |
200
| – | – | 0.01% | 452 |
|
|
2023
Q3 | $25.9K | Hold |
200
| – | – | 0.01% | 436 |
|
|
2023
Q2 | $53.8K | Hold |
200
| – | – | 0.03% | 363 |
|
|
2023
Q1 | $60.8K | Hold |
200
| – | – | 0.03% | 343 |
|
|
2022
Q4 | $56.7K | Buy |
200
+100
| +100% | +$28.3K | 0.03% | 359 |
|
|
2022
Q3 | $23K | Sell |
100
-100
| -50% | -$23K | 0.01% | 480 |
|
|
2022
Q2 | $55K | Hold |
200
| – | – | 0.03% | 383 |
|
|
2022
Q1 | $64K | Hold |
200
| – | – | 0.03% | 391 |
|
|
2021
Q4 | $56K | Hold |
200
| – | – | 0.02% | 446 |
|
|
2021
Q3 | $53K | Hold |
200
| – | – | 0.02% | 445 |
|
|
2021
Q2 | $55K | Buy |
200
+100
| +100% | +$27.5K | 0.02% | 484 |
|
|
2021
Q1 | $29K | Buy |
100
+50
| +100% | +$14.5K | 0.01% | 609 |
|
|
2020
Q4 | $16K | Hold |
50
| – | – | ﹤0.01% | 662 |
|
|
2020
Q3 | $12K | Buy |
+50
| New | +$12K | ﹤0.01% | 678 |
|
|
2019
Q4 | – | Sell |
-800
| Closed | -$67K | – | 1010 |
|
|
2019
Q3 | $67K | Buy |
+800
| New | +$67K | 0.02% | 454 |
|