RWA
Ropes Wealth Advisors’s SolarEdge SEDG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-180
| Closed | -$57K | – | 687 |
|
2020
Q4 | $57K | Hold |
180
| – | – | 0.01% | 365 |
|
2020
Q3 | $43K | Hold |
180
| – | – | 0.01% | 353 |
|
2020
Q2 | $25K | Hold |
180
| – | – | 0.01% | 375 |
|
2020
Q1 | $15K | Hold |
180
| – | – | ﹤0.01% | 386 |
|
2019
Q4 | $17K | Hold |
180
| – | – | ﹤0.01% | 437 |
|
2019
Q3 | $15K | Buy |
+180
| New | +$15K | ﹤0.01% | 454 |
|