AWM
Ameliora Wealth Management’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,100
| Closed | -$17.8K | – | 238 |
|
|
2025
Q1 | $17.8K | Hold |
1,100
| – | – | 0.01% | 193 |
|
|
2024
Q4 | $15K | Hold |
1,100
| – | – | 0.01% | 199 |
|
|
2024
Q3 | $25.2K | Hold |
1,100
| – | – | 0.01% | 122 |
|
|
2024
Q2 | $27.8K | Hold |
1,100
| – | – | 0.01% | 140 |
|
|
2024
Q1 | $78.1K | Hold |
1,100
| – | – | 0.04% | 121 |
|
|
2023
Q4 | $103K | Hold |
1,100
| – | – | 0.05% | 93 |
|
|
2023
Q3 | $142K | Hold |
1,100
| – | – | 0.08% | 88 |
|
|
2023
Q2 | $296K | Hold |
1,100
| – | – | 0.18% | 73 |
|
|
2023
Q1 | $334K | Hold |
1,100
| – | – | 0.2% | 75 |
|
|
2022
Q4 | $312K | Hold |
1,100
| – | – | 0.17% | 57 |
|
|
2022
Q3 | $220K | Buy |
+1,100
| New | +$220K | 0.12% | 66 |
|