Symphony Financial’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,082
| Closed | -$320K | – | 209 |
|
|
2023
Q1 | $320K | Buy |
+1,082
| New | +$320K | 0.08% | 171 |
|
|
2020
Q3 | – | Sell |
-5,197
| Closed | -$721K | – | 156 |
|
|
2020
Q2 | $721K | Buy |
5,197
+1,748
| +51% | +$243K | 0.35% | 49 |
|
|
2020
Q1 | $282K | Buy |
+3,449
| New | +$282K | 0.19% | 73 |
|