Western Wealth Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,261
| Closed | -$291K | – | 770 |
|
|
2022
Q3 | $291K | Buy |
1,261
+236
| +23% | +$54.5K | 0.02% | 640 |
|
|
2022
Q2 | $283K | Buy |
1,025
+24
| +2% | +$6.63K | 0.02% | 635 |
|
|
2022
Q1 | $323K | Buy |
+1,001
| New | +$323K | 0.02% | 654 |
|
|
2021
Q2 | – | Sell |
-1,086
| Closed | -$312K | – | 633 |
|
|
2021
Q1 | $312K | Buy |
1,086
+180
| +20% | +$51.7K | 0.04% | 395 |
|
|
2020
Q4 | $289K | Buy |
+906
| New | +$289K | 0.04% | 364 |
|