SWA
SOA Wealth Advisors’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25
| Closed | -$405 | – | 928 |
|
|
2025
Q1 | $405 | Hold |
25
| – | – | ﹤0.01% | 796 |
|
|
2024
Q4 | $340 | Hold |
25
| – | – | ﹤0.01% | 800 |
|
|
2024
Q3 | $573 | Hold |
25
| – | – | ﹤0.01% | 745 |
|
|
2024
Q2 | $632 | Hold |
25
| – | – | ﹤0.01% | 754 |
|
|
2024
Q1 | $1.78K | Hold |
25
| – | – | ﹤0.01% | 720 |
|
|
2023
Q4 | $2.34K | Hold |
25
| – | – | ﹤0.01% | 686 |
|
|
2023
Q3 | $3.24K | Hold |
25
| – | – | ﹤0.01% | 664 |
|
|
2023
Q2 | $6.73K | Hold |
25
| – | – | ﹤0.01% | 579 |
|
|
2023
Q1 | $7.6K | Hold |
25
| – | – | ﹤0.01% | 565 |
|
|
2022
Q4 | $7.08K | Hold |
25
| – | – | ﹤0.01% | 567 |
|
|
2022
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 611 |
|
|
2022
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 573 |
|
|
2022
Q1 | $8K | Hold |
25
| – | – | ﹤0.01% | 626 |
|
|
2021
Q4 | $7K | Hold |
25
| – | – | ﹤0.01% | 626 |
|
|
2021
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 667 |
|
|
2021
Q2 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 651 |
|