Wealth Alliance’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-908
| Closed | -$276K | – | 530 |
|
|
2023
Q1 | $276K | Buy |
908
+191
| +27% | +$58.1K | 0.04% | 391 |
|
|
2022
Q4 | $203K | Buy |
+717
| New | +$203K | 0.04% | 463 |
|
|
2022
Q3 | – | Sell |
-821
| Closed | -$224K | – | 476 |
|
|
2022
Q2 | $224K | Buy |
+821
| New | +$224K | 0.04% | 398 |
|
|
2021
Q2 | – | Sell |
-932
| Closed | -$268K | – | 427 |
|
|
2021
Q1 | $268K | Sell |
932
-120
| -11% | -$34.5K | 0.08% | 321 |
|
|
2020
Q4 | $336K | Sell |
1,052
-226
| -18% | -$72.2K | 0.1% | 256 |
|
|
2020
Q3 | $305K | Buy |
+1,278
| New | +$305K | 0.11% | 232 |
|