Boston Family Office’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 |
-13,955
| Closed | -$320K | – | 280 |
|
|
2024
Q3 | $320K | Sell |
13,955
-363
| -3% | -$8.32K | 0.02% | 228 |
|
|
2024
Q2 | $362K | Sell |
14,318
-7,378
| -34% | -$187K | 0.03% | 210 |
|
|
2024
Q1 | $1.54M | Sell |
21,696
-3,208
| -13% | -$228K | 0.11% | 124 |
|
|
2023
Q4 | $2.33M | Sell |
24,904
-32,120
| -56% | -$3.01M | 0.18% | 101 |
|
|
2023
Q3 | $7.39M | Buy |
57,024
+2,910
| +5% | +$377K | 0.61% | 54 |
|
|
2023
Q2 | $14.6M | Sell |
54,114
-185
| -0.3% | -$49.8K | 1.12% | 29 |
|
|
2023
Q1 | $16.5M | Buy |
54,299
+980
| +2% | +$298K | 1.32% | 26 |
|
|
2022
Q4 | $15.1M | Buy |
53,319
+852
| +2% | +$241K | 1.25% | 27 |
|
|
2022
Q3 | $12.1M | Buy |
52,467
+875
| +2% | +$203K | 1.08% | 31 |
|
|
2022
Q2 | $14.1M | Buy |
51,592
+1,275
| +3% | +$349K | 1.18% | 28 |
|
|
2022
Q1 | $16.2M | Buy |
50,317
+977
| +2% | +$315K | 1.15% | 29 |
|
|
2021
Q4 | $13.8M | Buy |
49,340
+1,298
| +3% | +$364K | 0.9% | 37 |
|
|
2021
Q3 | $12.7M | Buy |
48,042
+2,593
| +6% | +$688K | 0.92% | 37 |
|
|
2021
Q2 | $12.6M | Buy |
45,449
+9,868
| +28% | +$2.73M | 0.9% | 38 |
|
|
2021
Q1 | $10.1M | Buy |
35,581
+1,074
| +3% | +$306K | 0.76% | 46 |
|
|
2020
Q4 | $11M | Buy |
34,507
+10,453
| +43% | +$3.34M | 0.85% | 41 |
|
|
2020
Q3 | $5.73M | Sell |
24,054
-396
| -2% | -$94.4K | 0.52% | 53 |
|
|
2020
Q2 | $3.39M | Sell |
24,450
-1,000
| -4% | -$139K | 0.33% | 74 |
|
|
2020
Q1 | $2.08M | Sell |
25,450
-220
| -0.9% | -$18K | 0.25% | 91 |
|
|
2019
Q4 | $2.44M | Hold |
25,670
| – | – | 0.23% | 99 |
|
|
2019
Q3 | $2.15M | Buy |
25,670
+450
| +2% | +$37.7K | 0.22% | 101 |
|
|
2019
Q2 | $1.58M | Buy |
25,220
+2,100
| +9% | +$131K | 0.16% | 121 |
|
|
2019
Q1 | $871K | Hold |
23,120
| – | – | 0.09% | 150 |
|
|
2018
Q4 | $812K | Buy |
23,120
+6,300
| +37% | +$221K | 0.1% | 150 |
|
|
2018
Q3 | $633K | Buy |
16,820
+3,045
| +22% | +$115K | 0.07% | 176 |
|
|
2018
Q2 | $659K | Buy |
13,775
+7,775
| +130% | +$372K | 0.07% | 172 |
|
|
2018
Q1 | $316K | Buy |
+6,000
| New | +$316K | 0.04% | 225 |
|