United Capital Financial Advisors’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 |
-1,585
| Closed | -$205K | – | 1115 |
|
|
2023
Q3 | $205K | Sell |
1,585
-9
| -0.6% | -$1.17K | ﹤0.01% | 798 |
|
|
2023
Q2 | $429K | Sell |
1,594
-516
| -24% | -$139K | ﹤0.01% | 703 |
|
|
2023
Q1 | $641K | Sell |
2,110
-237
| -10% | -$72K | ﹤0.01% | 674 |
|
|
2022
Q4 | $665K | Sell |
2,347
-142
| -6% | -$40.2K | ﹤0.01% | 709 |
|
|
2022
Q3 | $576K | Buy |
2,489
+162
| +7% | +$37.5K | ﹤0.01% | 737 |
|
|
2022
Q2 | $637K | Sell |
2,327
-67
| -3% | -$18.3K | ﹤0.01% | 735 |
|
|
2022
Q1 | $772K | Buy |
2,394
+46
| +2% | +$14.8K | ﹤0.01% | 720 |
|
|
2021
Q4 | $659K | Buy |
2,348
+196
| +9% | +$55K | ﹤0.01% | 790 |
|
|
2021
Q3 | $571K | Buy |
2,152
+21
| +1% | +$5.57K | ﹤0.01% | 822 |
|
|
2021
Q2 | $589K | Sell |
2,131
-45
| -2% | -$12.4K | ﹤0.01% | 825 |
|
|
2021
Q1 | $625K | Hold |
2,176
| – | – | ﹤0.01% | 788 |
|
|
2020
Q4 | $694K | Buy |
2,176
+49
| +2% | +$15.6K | ﹤0.01% | 761 |
|
|
2020
Q3 | $507K | Buy |
2,127
+50
| +2% | +$11.9K | ﹤0.01% | 823 |
|
|
2020
Q2 | $288K | Buy |
+2,077
| New | +$288K | ﹤0.01% | 1003 |
|
|
2020
Q1 | – | Sell |
-2,141
| Closed | -$204K | – | 1327 |
|
|
2019
Q4 | $204K | Buy |
+2,141
| New | +$204K | ﹤0.01% | 1260 |
|