Valeo Financial Advisors’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-106
| Closed | -$30K | – | 1490 |
|
|
2021
Q1 | $30K | Hold |
106
| – | – | ﹤0.01% | 985 |
|
|
2020
Q4 | $34K | Buy |
106
+98
| +1,225% | +$31.4K | ﹤0.01% | 884 |
|
|
2020
Q3 | $2K | Buy |
8
+2
| +33% | +$500 | ﹤0.01% | 1382 |
|
|
2020
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1867 |
|
|
2019
Q4 | – | Sell |
-55
| Closed | -$5K | – | 1688 |
|
|
2019
Q3 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 1191 |
|