Veritable’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 |
-762
| Closed | -$205K | – | 657 |
|
|
2023
Q2 | $205K | Sell |
762
-51
| -6% | -$13.7K | ﹤0.01% | 837 |
|
|
2023
Q1 | $247K | Sell |
813
-151
| -16% | -$45.9K | ﹤0.01% | 758 |
|
|
2022
Q4 | $273K | Sell |
964
-1,296
| -57% | -$367K | ﹤0.01% | 684 |
|
|
2022
Q3 | $523K | Sell |
2,260
-736
| -25% | -$170K | 0.01% | 481 |
|
|
2022
Q2 | $820K | Sell |
2,996
-46
| -2% | -$12.6K | 0.01% | 419 |
|
|
2022
Q1 | $981K | Buy |
3,042
+1,408
| +86% | +$454K | 0.02% | 404 |
|
|
2021
Q4 | $458K | Buy |
1,634
+105
| +7% | +$29.4K | 0.01% | 584 |
|
|
2021
Q3 | $406K | Sell |
1,529
-76
| -5% | -$20.2K | 0.01% | 607 |
|
|
2021
Q2 | $444K | Buy |
1,605
+27
| +2% | +$7.47K | 0.01% | 567 |
|
|
2021
Q1 | $454K | Buy |
1,578
+1
| +0.1% | +$288 | 0.01% | 534 |
|
|
2020
Q4 | $503K | Buy |
+1,577
| New | +$503K | 0.01% | 491 |
|
|
2018
Q1 | – | Sell |
-24,408
| Closed | -$917K | – | 816 |
|
|
2017
Q4 | $917K | Sell |
24,408
-13,190
| -35% | -$496K | 0.02% | 348 |
|
|
2017
Q3 | $1.07M | Sell |
37,598
-18,365
| -33% | -$524K | 0.02% | 327 |
|
|
2017
Q2 | $1.12M | Hold |
55,963
| – | – | 0.03% | 327 |
|
|
2017
Q1 | $873K | Hold |
55,963
| – | – | 0.02% | 354 |
|
|
2016
Q4 | $694K | Sell |
55,963
-500
| -0.9% | -$6.2K | 0.02% | 386 |
|
|
2016
Q3 | $973K | Sell |
56,463
-500
| -0.9% | -$8.62K | 0.02% | 318 |
|
|
2016
Q2 | $1.12M | Sell |
56,963
-500
| -0.9% | -$9.8K | 0.03% | 284 |
|
|
2016
Q1 | $1.45M | Buy |
57,463
+1,500
| +3% | +$37.7K | 0.04% | 235 |
|
|
2015
Q4 | $1.58M | Buy |
+55,963
| New | +$1.58M | 0.04% | 224 |
|