TCI Wealth Advisors’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 |
-50
| Closed | -$15.2K | – | 1883 |
|
|
2023
Q1 | $15.2K | Sell |
50
-12
| -19% | -$3.65K | ﹤0.01% | 845 |
|
|
2022
Q4 | $17.6K | Hold |
62
| – | – | ﹤0.01% | 755 |
|
|
2022
Q3 | $14K | Buy |
62
+1
| +2% | +$226 | ﹤0.01% | 845 |
|
|
2022
Q2 | $17K | Hold |
61
| – | – | ﹤0.01% | 715 |
|
|
2022
Q1 | $20K | Hold |
61
| – | – | ﹤0.01% | 703 |
|
|
2021
Q4 | $17K | Hold |
61
| – | – | ﹤0.01% | 795 |
|
|
2021
Q3 | $16K | Sell |
61
-15
| -20% | -$3.93K | ﹤0.01% | 781 |
|
|
2021
Q2 | $21K | Sell |
76
-41
| -35% | -$11.3K | ﹤0.01% | 590 |
|
|
2021
Q1 | $34K | Buy |
117
+53
| +83% | +$15.4K | 0.01% | 431 |
|
|
2020
Q4 | $20K | Hold |
64
| – | – | 0.01% | 475 |
|
|
2020
Q3 | $15K | Hold |
64
| – | – | 0.01% | 484 |
|
|
2020
Q2 | $9K | Hold |
64
| – | – | ﹤0.01% | 594 |
|
|
2020
Q1 | $5K | Hold |
64
| – | – | ﹤0.01% | 720 |
|
|
2019
Q4 | $6K | Sell |
64
-7
| -10% | -$656 | ﹤0.01% | 817 |
|
|
2019
Q3 | $6K | Buy |
71
+7
| +11% | +$592 | ﹤0.01% | 767 |
|
|
2019
Q2 | $4K | Hold |
64
| – | – | ﹤0.01% | 832 |
|
|
2019
Q1 | $2K | Hold |
64
| – | – | ﹤0.01% | 1068 |
|
|
2018
Q4 | $2K | Hold |
64
| – | – | ﹤0.01% | 1042 |
|
|
2018
Q3 | $2K | Sell |
64
-6
| -9% | -$188 | ﹤0.01% | 1065 |
|
|
2018
Q2 | $3K | Buy |
70
+6
| +9% | +$257 | ﹤0.01% | 967 |
|
|
2018
Q1 | $3K | Buy |
64
+9
| +16% | +$422 | ﹤0.01% | 874 |
|
|
2017
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1055 |
|