Shelton Capital Management’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 |
-15,739
| Closed | -$398K | – | 762 |
|
|
2024
Q2 | $398K | Hold |
15,739
| – | – | 0.01% | 380 |
|
|
2024
Q1 | $1.12M | Sell |
15,739
-141
| -0.9% | -$10K | 0.03% | 272 |
|
|
2023
Q4 | $1.49M | Buy |
15,880
+2,411
| +18% | +$226K | 0.05% | 250 |
|
|
2023
Q3 | $1.74M | Hold |
13,469
| – | – | 0.06% | 239 |
|
|
2023
Q2 | $3.62M | Hold |
13,469
| – | – | 0.13% | 166 |
|
|
2023
Q1 | $4.09M | Buy |
13,469
+5,334
| +66% | +$1.62M | 0.17% | 131 |
|
|
2022
Q4 | $2.3M | Sell |
8,135
-334
| -4% | -$94.6K | 0.24% | 145 |
|
|
2022
Q3 | $1.96M | Sell |
8,469
-365
| -4% | -$84.5K | 0.09% | 198 |
|
|
2022
Q2 | $2.42M | Hold |
8,834
| – | – | 0.11% | 190 |
|
|
2022
Q1 | $2.85M | Sell |
8,834
-2,436
| -22% | -$785K | 0.11% | 192 |
|
|
2021
Q4 | $3.16M | Sell |
11,270
-62
| -0.5% | -$17.4K | 0.11% | 189 |
|
|
2021
Q3 | $3.01M | Hold |
11,332
| – | – | 0.12% | 184 |
|
|
2021
Q2 | $3.13M | Hold |
11,332
| – | – | 0.12% | 188 |
|
|
2021
Q1 | $3.26M | Hold |
11,332
| – | – | 0.11% | 172 |
|
|
2020
Q4 | $3.62M | Hold |
11,332
| – | – | 0.16% | 126 |
|
|
2020
Q3 | $2.7M | Hold |
11,332
| – | – | 0.11% | 198 |
|
|
2020
Q2 | $1.57M | Sell |
11,332
-228
| -2% | -$31.6K | 0.09% | 199 |
|
|
2020
Q1 | $947K | Hold |
11,560
| – | – | 0.07% | 219 |
|
|
2019
Q4 | $1.1M | Buy |
11,560
+2,049
| +22% | +$195K | 0.06% | 228 |
|
|
2019
Q3 | $796K | Hold |
9,511
| – | – | 0.05% | 248 |
|
|
2019
Q2 | $594K | Buy |
9,511
+9,153
| +2,557% | +$572K | 0.03% | 298 |
|
|
2019
Q1 | $9.51K | Sell |
358
-9,153
| -96% | -$243K | 0.04% | 412 |
|
|
2018
Q4 | $334K | Buy |
9,511
+518
| +6% | +$18.2K | 0.02% | 426 |
|
|
2018
Q3 | $339K | Buy |
+8,993
| New | +$339K | 0.02% | 523 |
|