Total Clarity Wealth Management’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 |
-925
| Closed | -$249K | – | 234 |
|
|
2023
Q2 | $249K | Sell |
925
-20
| -2% | -$5.38K | 0.12% | 181 |
|
|
2023
Q1 | $287K | Buy |
945
+75
| +9% | +$22.8K | 0.16% | 134 |
|
|
2022
Q4 | $246K | Sell |
870
-70
| -7% | -$19.8K | 0.13% | 190 |
|
|
2022
Q3 | $218K | Buy |
940
+55
| +6% | +$12.8K | 0.14% | 198 |
|
|
2022
Q2 | $242K | Hold |
885
| – | – | 0.13% | 173 |
|
|
2022
Q1 | $285K | Hold |
885
| – | – | 0.16% | 168 |
|
|
2021
Q4 | $248K | Sell |
885
-865
| -49% | -$242K | 0.11% | 185 |
|
|
2021
Q3 | $464K | Hold |
1,750
| – | – | 0.22% | 111 |
|
|
2021
Q2 | $484K | Sell |
1,750
-60
| -3% | -$16.6K | 0.27% | 104 |
|
|
2021
Q1 | $520K | Hold |
1,810
| – | – | 0.3% | 82 |
|
|
2020
Q4 | $578K | Sell |
1,810
-115
| -6% | -$36.7K | 0.4% | 73 |
|
|
2020
Q3 | $459K | Buy |
1,925
+40
| +2% | +$9.54K | 0.4% | 75 |
|
|
2020
Q2 | $262K | Buy |
+1,885
| New | +$262K | 0.24% | 105 |
|
|
2020
Q1 | – | Sell |
-1,665
| Closed | -$158K | – | 517 |
|
|
2019
Q4 | $158K | Buy |
+1,665
| New | +$158K | 0.12% | 141 |
|