TFC Financial Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-200
| Closed | -$25.9K | – | 717 |
|
2023
Q3 | $25.9K | Sell |
200
-88
| -31% | -$11.4K | 0.01% | 272 |
|
2023
Q2 | $77.5K | Sell |
288
-2
| -0.7% | -$538 | 0.02% | 190 |
|
2023
Q1 | $88.1K | Buy |
290
+17
| +6% | +$5.17K | 0.02% | 180 |
|
2022
Q4 | $77.3K | Hold |
273
| – | – | 0.02% | 177 |
|
2022
Q3 | $63K | Hold |
273
| – | – | 0.02% | 182 |
|
2022
Q2 | $75K | Sell |
273
-70
| -20% | -$19.2K | 0.02% | 175 |
|
2022
Q1 | $111K | Buy |
343
+34
| +11% | +$11K | 0.03% | 150 |
|
2021
Q4 | $87K | Sell |
309
-33
| -10% | -$9.29K | 0.03% | 175 |
|
2021
Q3 | $91K | Hold |
342
| – | – | 0.03% | 168 |
|
2021
Q2 | $95K | Hold |
342
| – | – | 0.03% | 159 |
|
2021
Q1 | $98K | Hold |
342
| – | – | 0.04% | 149 |
|
2020
Q4 | $109K | Hold |
342
| – | – | 0.05% | 136 |
|
2020
Q3 | $82K | Buy |
+342
| New | +$82K | 0.04% | 139 |
|