Primoris Wealth Advisors’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,520
| Closed | -$1.51M | – | 64 |
|
|
2022
Q3 | $1.51M | Sell |
6,520
-2,500
| -28% | -$579K | 2.69% | 10 |
|
|
2022
Q2 | $2.47M | Sell |
9,020
-7,345
| -45% | -$2.01M | 3.54% | 9 |
|
|
2022
Q1 | $4.89M | Buy |
16,365
+10,095
| +161% | +$3.02M | 4.56% | 5 |
|
|
2021
Q4 | $1.76M | Buy |
+6,270
| New | +$1.76M | 1.42% | 29 |
|