Stratos Wealth Partners’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-867
| Closed | -$246K | – | 1204 |
|
|
2022
Q4 | $246K | Buy |
867
+3
| +0.3% | +$850 | 0.01% | 969 |
|
|
2022
Q3 | $200K | Sell |
864
-874
| -50% | -$202K | 0.01% | 1026 |
|
|
2022
Q2 | $476K | Sell |
1,738
-311
| -15% | -$85.2K | 0.01% | 747 |
|
|
2022
Q1 | $661K | Buy |
2,049
+203
| +11% | +$65.5K | 0.01% | 699 |
|
|
2021
Q4 | $518K | Sell |
1,846
-5
| -0.3% | -$1.4K | 0.01% | 793 |
|
|
2021
Q3 | $491K | Buy |
1,851
+16
| +0.9% | +$4.24K | 0.01% | 754 |
|
|
2021
Q2 | $507K | Buy |
1,835
+28
| +2% | +$7.74K | 0.01% | 765 |
|
|
2021
Q1 | $519K | Buy |
1,807
+416
| +30% | +$119K | 0.01% | 710 |
|
|
2020
Q4 | $444K | Buy |
+1,391
| New | +$444K | 0.01% | 715 |
|
|
2020
Q3 | – | Sell |
-1,513
| Closed | -$210K | – | 1056 |
|
|
2020
Q2 | $210K | Buy |
+1,513
| New | +$210K | 0.01% | 882 |
|
|
2020
Q1 | – | Sell |
-2,323
| Closed | -$221K | – | 1025 |
|
|
2019
Q4 | $221K | Sell |
2,323
-366
| -14% | -$34.8K | 0.01% | 874 |
|
|
2019
Q3 | $225K | Buy |
+2,689
| New | +$225K | 0.01% | 842 |
|
|
2018
Q4 | – | Sell |
-2,732
| Closed | -$103K | – | 2204 |
|
|
2018
Q3 | $103K | Sell |
2,732
-2,677
| -49% | -$101K | ﹤0.01% | 1117 |
|
|
2018
Q2 | $259K | Buy |
5,409
+113
| +2% | +$5.41K | 0.01% | 807 |
|
|
2018
Q1 | $279K | Buy |
+5,296
| New | +$279K | 0.01% | 755 |
|