Summit Securities Group’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 |
-797
| Closed | -$20K | – | 710 |
|
|
2024
Q2 | $20K | Buy |
+797
| New | +$20K | ﹤0.01% | 272 |
|
|
2023
Q3 | – | Sell |
-74
| Closed | -$20K | – | 791 |
|
|
2023
Q2 | $20K | Sell |
74
-35
| -32% | -$9.46K | ﹤0.01% | 511 |
|
|
2023
Q1 | $33K | Buy |
109
+53
| +95% | +$16K | ﹤0.01% | 392 |
|
|
2022
Q4 | $16K | Sell |
56
-19
| -25% | -$5.43K | ﹤0.01% | 718 |
|
|
2022
Q3 | $17K | Sell |
75
-42
| -36% | -$9.52K | ﹤0.01% | 544 |
|
|
2022
Q2 | $32K | Buy |
117
+95
| +432% | +$26K | ﹤0.01% | 476 |
|
|
2022
Q1 | $7K | Buy |
+22
| New | +$7K | ﹤0.01% | 674 |
|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$575K | – | 466 |
|
|
2021
Q1 | $575K | Buy |
+2,000
| New | +$575K | 0.06% | 130 |
|