SWM
Sculati Wealth Management’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-750
| Closed | -$202K | – | 106 |
|
|
2023
Q2 | $202K | Hold |
750
| – | – | 0.1% | 101 |
|
|
2023
Q1 | $228K | Hold |
750
| – | – | 0.12% | 101 |
|
|
2022
Q4 | $212K | Buy |
+750
| New | +$212K | 0.12% | 101 |
|
|
2022
Q3 | – | Sell |
-750
| Closed | -$205K | – | 120 |
|
|
2022
Q2 | $205K | Hold |
750
| – | – | 0.12% | 112 |
|
|
2022
Q1 | $242K | Hold |
750
| – | – | 0.12% | 105 |
|
|
2021
Q4 | $210K | Buy |
+750
| New | +$210K | 0.1% | 111 |
|
|
2021
Q3 | – | Sell |
-750
| Closed | -$207K | – | 121 |
|
|
2021
Q2 | $207K | Hold |
750
| – | – | 0.11% | 109 |
|
|
2021
Q1 | $216K | Hold |
750
| – | – | 0.12% | 106 |
|
|
2020
Q4 | $239K | Sell |
750
-750
| -50% | -$239K | 0.16% | 93 |
|
|
2020
Q3 | $358K | Hold |
1,500
| – | – | 0.27% | 79 |
|
|
2020
Q2 | $208K | Buy |
+1,500
| New | +$208K | 0.18% | 96 |
|