BAM
Belpointe Asset Management’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-922
| Closed | -$280K | – | 2872 |
|
|
2023
Q1 | $280K | Buy |
922
+69
| +8% | +$21K | 0.02% | 788 |
|
|
2022
Q4 | $242K | Sell |
853
-351
| -29% | -$99.4K | 0.01% | 809 |
|
|
2022
Q3 | $278K | Buy |
1,204
+9
| +0.8% | +$2.08K | 0.02% | 712 |
|
|
2022
Q2 | $328K | Buy |
1,195
+122
| +11% | +$33.5K | 0.02% | 640 |
|
|
2022
Q1 | $346K | Sell |
1,073
-543
| -34% | -$175K | 0.02% | 666 |
|
|
2021
Q4 | $454K | Sell |
1,616
-26
| -2% | -$7.3K | 0.03% | 549 |
|
|
2021
Q3 | $437K | Buy |
1,642
+96
| +6% | +$25.5K | 0.03% | 550 |
|
|
2021
Q2 | $428K | Buy |
1,546
+654
| +73% | +$181K | 0.03% | 546 |
|
|
2021
Q1 | $256K | Sell |
892
-252
| -22% | -$72.3K | 0.02% | 654 |
|
|
2020
Q4 | $365K | Sell |
1,144
-57
| -5% | -$18.2K | 0.03% | 493 |
|
|
2020
Q3 | $286K | Buy |
1,201
+385
| +47% | +$91.7K | 0.03% | 452 |
|
|
2020
Q2 | $113K | Buy |
+816
| New | +$113K | 0.01% | 684 |
|
|
2018
Q4 | – | Sell |
-3,810
| Closed | -$143K | – | 612 |
|
|
2018
Q3 | $143K | Sell |
3,810
-7,494
| -66% | -$281K | 0.02% | 543 |
|
|
2018
Q2 | $541K | Sell |
11,304
-452
| -4% | -$21.6K | 0.15% | 149 |
|
|
2018
Q1 | $618K | Buy |
+11,756
| New | +$618K | 0.18% | 119 |
|