V Wealth Advisors’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 |
-2,202
| Closed | -$592K | – | 309 |
|
|
2023
Q2 | $592K | Sell |
2,202
-51
| -2% | -$13.7K | 0.1% | 179 |
|
|
2023
Q1 | $685K | Hold |
2,253
| – | – | 0.13% | 161 |
|
|
2022
Q4 | $638K | Buy |
2,253
+1,051
| +87% | +$298K | 0.13% | 161 |
|
|
2022
Q3 | $279K | Sell |
1,202
-200
| -14% | -$46.4K | 0.06% | 297 |
|
|
2022
Q2 | $384K | Hold |
1,402
| – | – | 0.07% | 264 |
|
|
2022
Q1 | $452K | Hold |
1,402
| – | – | 0.07% | 263 |
|
|
2021
Q4 | $393K | Hold |
1,402
| – | – | 0.06% | 310 |
|
|
2021
Q3 | $372K | Hold |
1,402
| – | – | 0.06% | 321 |
|
|
2021
Q2 | $387K | Sell |
1,402
-258
| -16% | -$71.2K | 0.06% | 322 |
|
|
2021
Q1 | $477K | Buy |
1,660
+200
| +14% | +$57.5K | 0.09% | 254 |
|
|
2020
Q4 | $466K | Buy |
1,460
+80
| +6% | +$25.5K | 0.1% | 221 |
|
|
2020
Q3 | $329K | Sell |
1,380
-330
| -19% | -$78.7K | 0.23% | 116 |
|
|
2020
Q2 | $237K | Buy |
+1,710
| New | +$237K | 0.06% | 308 |
|