Plante Moran Financial Advisors’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-125
| Closed | -$11.7K | – | 937 |
|
|
2023
Q4 | $11.7K | Hold |
125
| – | – | ﹤0.01% | 534 |
|
|
2023
Q3 | $16.2K | Hold |
125
| – | – | ﹤0.01% | 463 |
|
|
2023
Q2 | $33.6K | Hold |
125
| – | – | ﹤0.01% | 352 |
|
|
2023
Q1 | $38K | Hold |
125
| – | – | 0.01% | 332 |
|
|
2022
Q4 | $35.4K | Hold |
125
| – | – | 0.01% | 362 |
|
|
2022
Q3 | $29K | Hold |
125
| – | – | 0.01% | 395 |
|
|
2022
Q2 | $34K | Hold |
125
| – | – | 0.01% | 368 |
|
|
2022
Q1 | $40K | Sell |
125
-3
| -2% | -$960 | 0.01% | 364 |
|
|
2021
Q4 | $36K | Sell |
128
-150
| -54% | -$42.2K | 0.01% | 426 |
|
|
2021
Q3 | $74K | Buy |
278
+150
| +117% | +$39.9K | 0.02% | 311 |
|
|
2021
Q2 | $35K | Hold |
128
| – | – | 0.01% | 443 |
|
|
2021
Q1 | $37K | Hold |
128
| – | – | 0.01% | 423 |
|
|
2020
Q4 | $41K | Buy |
128
+3
| +2% | +$961 | 0.01% | 394 |
|
|
2020
Q3 | $30K | Buy |
+125
| New | +$30K | 0.01% | 410 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$41K | – | 856 |
|
|
2020
Q1 | $41K | Buy |
+500
| New | +$41K | 0.02% | 282 |
|