Wealthspire Advisors (Maryland)’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-105
| Closed | -$4K | – | 1762 |
|
|
2019
Q1 | $4K | Hold |
105
| – | – | ﹤0.01% | 1927 |
|
|
2018
Q4 | $4K | Buy |
105
+14
| +15% | +$533 | ﹤0.01% | 1857 |
|
|
2018
Q3 | $3K | Buy |
91
+18
| +25% | +$593 | ﹤0.01% | 2061 |
|
|
2018
Q2 | $3K | Buy |
73
+17
| +30% | +$699 | ﹤0.01% | 2039 |
|
|
2018
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 2057 |
|
|
2017
Q4 | $2K | Buy |
56
+48
| +600% | +$1.71K | ﹤0.01% | 2163 |
|
|
2017
Q3 | $0 | Sell |
8
-992
| -99% | – | ﹤0.01% | 2440 |
|
|
2017
Q2 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 1273 |
|
|
2017
Q1 | $16K | Sell |
1,000
-685
| -41% | -$11K | ﹤0.01% | 1164 |
|
|
2016
Q4 | $21K | Hold |
1,685
| – | – | ﹤0.01% | 1011 |
|
|
2016
Q3 | $29K | Hold |
1,685
| – | – | ﹤0.01% | 952 |
|
|
2016
Q2 | $33K | Buy |
1,685
+1,000
| +146% | +$19.6K | 0.01% | 831 |
|
|
2016
Q1 | $17K | Hold |
685
| – | – | ﹤0.01% | 1022 |
|
|
2015
Q4 | $19K | Buy |
+685
| New | +$19K | ﹤0.01% | 991 |
|