Synergy Financial Group’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-996
| Closed | -$268K | – | 82 |
|
|
2023
Q2 | $268K | Hold |
996
| – | – | 0.36% | 62 |
|
|
2023
Q1 | $303K | Hold |
996
| – | – | 0.49% | 51 |
|
|
2022
Q4 | $282K | Sell |
996
-249
| -20% | -$70.5K | 0.56% | 52 |
|
|
2022
Q3 | $288K | Hold |
1,245
| – | – | 0.43% | 63 |
|
|
2022
Q2 | $341K | Hold |
1,245
| – | – | 0.53% | 54 |
|
|
2022
Q1 | $401K | Hold |
1,245
| – | – | 0.42% | 60 |
|
|
2021
Q4 | $349K | Buy |
+1,245
| New | +$349K | 0.31% | 74 |
|