AWM
Activest Wealth Management’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28
| Closed | -$453 | – | 1359 |
|
|
2025
Q1 | $453 | Buy |
28
+27
| +2,700% | +$437 | ﹤0.01% | 859 |
|
|
2024
Q4 | $14 | Buy |
+1
| New | +$14 | ﹤0.01% | 867 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 486 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 486 |
|
|
2023
Q1 | – | Sell |
-930
| Closed | -$263K | – | 515 |
|
|
2022
Q4 | $263K | Hold |
930
| – | – | 0.08% | 73 |
|
|
2022
Q3 | $215K | Buy |
+930
| New | +$215K | 0.07% | 77 |
|