Wellington Shields Capital Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,085
| Closed | -$3.95M | – | 349 |
|
|
2021
Q4 | $3.95M | Sell |
14,085
-101
| -0.7% | -$28.3K | 0.51% | 41 |
|
|
2021
Q3 | $3.76M | Buy |
14,186
+1
| +0% | +$265 | 0.51% | 35 |
|
|
2021
Q2 | $3.92M | Buy |
14,185
+1,085
| +8% | +$300K | 0.47% | 41 |
|
|
2021
Q1 | $3.77M | Buy |
13,100
+100
| +0.8% | +$28.7K | 0.36% | 55 |
|
|
2020
Q4 | $4.15M | Hold |
13,000
| – | – | 0.56% | 36 |
|
|
2020
Q3 | $3.1M | Hold |
13,000
| – | – | 0.49% | 43 |
|
|
2020
Q2 | $1.8M | Hold |
13,000
| – | – | 0.29% | 71 |
|
|
2020
Q1 | $1.06M | Buy |
+13,000
| New | +$1.06M | 0.2% | 93 |
|