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