Sutton Wealth Advisors’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.99K | Buy |
54
+2
| +4% | +$259 | ﹤0.01% | 532 |
|
|
2023
Q2 | $14K | Buy |
52
+4
| +8% | +$1.08K | 0.01% | 402 |
|
|
2023
Q1 | $14.6K | Buy |
48
+36
| +300% | +$10.9K | 0.01% | 352 |
|
|
2022
Q4 | $3.4K | Sell |
12
-1
| -8% | -$283 | ﹤0.01% | 1148 |
|
|
2022
Q3 | $3.01K | Sell |
13
-3
| -19% | -$694 | ﹤0.01% | 1139 |
|
|
2022
Q2 | $4.38K | Buy |
16
+4
| +33% | +$1.1K | ﹤0.01% | 1084 |
|
|
2022
Q1 | $3.87K | Buy |
+12
| New | +$3.87K | ﹤0.01% | 1110 |
|
|
2019
Q4 | – | Sell |
-642
| Closed | -$53.7K | – | 1199 |
|
|
2019
Q3 | $53.7K | Hold |
642
| – | – | 0.03% | 282 |
|
|
2019
Q2 | $40.1K | Hold |
642
| – | – | 0.02% | 359 |
|
|
2019
Q1 | $24.2K | Hold |
642
| – | – | 0.01% | 518 |
|
|
2018
Q4 | $22.5K | Buy |
642
+169
| +36% | +$5.93K | 0.01% | 490 |
|
|
2018
Q3 | $17.8K | Hold |
473
| – | – | 0.01% | 633 |
|
|
2018
Q2 | $22.6K | Hold |
473
| – | – | 0.02% | 551 |
|
|
2018
Q1 | $24.9K | Hold |
473
| – | – | 0.02% | 483 |
|
|
2017
Q4 | $17.8K | Buy |
473
+116
| +32% | +$4.36K | 0.01% | 592 |
|
|
2017
Q3 | $10.2K | Buy |
+357
| New | +$10.2K | 0.01% | 762 |
|