Toth Financial Advisory’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50
| Closed | -$1.26K | – | 760 |
|
|
2024
Q2 | $1.26K | Sell |
50
-50
| -50% | -$1.26K | ﹤0.01% | 675 |
|
|
2024
Q1 | $7.1K | Sell |
100
-8
| -7% | -$568 | ﹤0.01% | 481 |
|
|
2023
Q4 | $10.1K | Hold |
108
| – | – | ﹤0.01% | 446 |
|
|
2023
Q3 | $14K | Sell |
108
-38
| -26% | -$4.92K | ﹤0.01% | 411 |
|
|
2023
Q2 | $39.3K | Hold |
146
| – | – | 0.01% | 300 |
|
|
2023
Q1 | $44.4K | Hold |
146
| – | – | 0.01% | 286 |
|
|
2022
Q4 | $41.4K | Hold |
146
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $34K | Hold |
146
| – | – | 0.01% | 316 |
|
|
2022
Q2 | $40K | Hold |
146
| – | – | 0.01% | 294 |
|
|
2022
Q1 | $47K | Hold |
146
| – | – | 0.01% | 297 |
|
|
2021
Q4 | $41K | Hold |
146
| – | – | 0.01% | 315 |
|
|
2021
Q3 | $39K | Hold |
146
| – | – | 0.01% | 329 |
|
|
2021
Q2 | $40K | Hold |
146
| – | – | 0.01% | 300 |
|
|
2021
Q1 | $42K | Hold |
146
| – | – | 0.01% | 306 |
|
|
2020
Q4 | $47K | Buy |
146
+46
| +46% | +$14.8K | 0.01% | 264 |
|
|
2020
Q3 | $24K | Hold |
100
| – | – | ﹤0.01% | 290 |
|
|
2020
Q2 | $14K | Sell |
100
-50
| -33% | -$7K | ﹤0.01% | 315 |
|
|
2020
Q1 | $12K | Buy |
150
+25
| +20% | +$2K | ﹤0.01% | 262 |
|
|
2019
Q4 | $12K | Buy |
125
+100
| +400% | +$9.6K | ﹤0.01% | 288 |
|
|
2019
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 413 |
|