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Cabot Wealth Management’s SolarEdge SEDG Stock Holding History

Cabot Wealth Management’s Portfolio SEDG Stock Details SEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-29,452
Closed -$744K – 136
2024
Q2 		$744K Buy
29,452
+2,127
+8% +$53.7K 0.1% 106
2024
Q1 		$1.94M Buy
+27,325
New +$1.94M 0.25% 79