True Wealth Design’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$94 | – | 807 |
|
|
2023
Q4 | $94 | Hold |
1
| – | – | ﹤0.01% | 740 |
|
|
2023
Q3 | $130 | Hold |
1
| – | – | ﹤0.01% | 701 |
|
|
2023
Q2 | $270 | Hold |
1
| – | – | ﹤0.01% | 607 |
|
|
2023
Q1 | $304 | Hold |
1
| – | – | ﹤0.01% | 656 |
|
|
2022
Q4 | $283 | Buy |
+1
| New | +$283 | ﹤0.01% | 597 |
|