Westside Investment Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-150
| Closed | -$3.44K | – | 1012 |
|
|
2024
Q3 | $3.44K | Hold |
150
| – | – | ﹤0.01% | 832 |
|
|
2024
Q2 | $3.79K | Hold |
150
| – | – | ﹤0.01% | 804 |
|
|
2024
Q1 | $10.6K | Sell |
150
-120
| -44% | -$8.52K | ﹤0.01% | 614 |
|
|
2023
Q4 | $25.3K | Hold |
270
| – | – | 0.01% | 465 |
|
|
2023
Q3 | $35K | Hold |
270
| – | – | 0.01% | 391 |
|
|
2023
Q2 | $72.6K | Hold |
270
| – | – | 0.02% | 308 |
|
|
2023
Q1 | $82.1K | Hold |
270
| – | – | 0.02% | 291 |
|
|
2022
Q4 | $76 | Hold |
270
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $62 | Sell |
270
-100
| -27% | -$23 | ﹤0.01% | 398 |
|
|
2022
Q2 | $101 | Hold |
370
| – | – | ﹤0.01% | 349 |
|
|
2022
Q1 | $119 | Hold |
370
| – | – | ﹤0.01% | 351 |
|
|
2021
Q4 | $103 | Hold |
370
| – | – | ﹤0.01% | 350 |
|
|
2021
Q3 | $98 | Sell |
370
-120
| -24% | -$32 | ﹤0.01% | 344 |
|
|
2021
Q2 | $135 | Hold |
490
| – | – | ﹤0.01% | 313 |
|
|
2021
Q1 | $140 | Sell |
490
-50
| -9% | -$14 | ﹤0.01% | 304 |
|
|
2020
Q4 | $172 | Hold |
540
| – | – | ﹤0.01% | 260 |
|
|
2020
Q3 | $128 | Sell |
540
-30
| -5% | -$7 | ﹤0.01% | 285 |
|
|
2020
Q2 | $79 | Hold |
570
| – | – | ﹤0.01% | 297 |
|
|
2020
Q1 | $46 | Buy |
+570
| New | +$46 | ﹤0.01% | 332 |
|
|
2019
Q2 | $35 | Buy |
+570
| New | +$35 | ﹤0.01% | 353 |
|
|
2018
Q4 | $20K | Buy |
570
+100
| +21% | +$3.51K | 0.01% | 378 |
|
|
2018
Q3 | $17.8K | Buy |
470
+270
| +135% | +$10.2K | 0.01% | 382 |
|
|
2018
Q2 | $10.2K | Hold |
200
| – | – | ﹤0.01% | 562 |
|
|
2018
Q1 | $10.8K | Sell |
200
-50
| -20% | -$2.71K | 0.01% | 524 |
|
|
2017
Q4 | $9.59K | Hold |
250
| – | – | 0.01% | 572 |
|
|
2017
Q3 | $7.23K | Hold |
250
| – | – | ﹤0.01% | 614 |
|
|
2017
Q2 | $5.34K | Hold |
250
| – | – | ﹤0.01% | 654 |
|
|
2017
Q1 | $3.78K | Buy |
250
+50
| +25% | +$755 | ﹤0.01% | 660 |
|
|
2016
Q4 | $2.7K | Buy |
+200
| New | +$2.7K | ﹤0.01% | 573 |
|