Cary Street Partners Investment Advisory’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,417
| Closed | -$788K | – | 714 |
|
|
2023
Q4 | $788K | Sell |
8,417
-12,228
| -59% | -$1.14M | 0.04% | 348 |
|
|
2023
Q3 | $2.67M | Buy |
20,645
+334
| +2% | +$43.3K | 0.14% | 180 |
|
|
2023
Q2 | $5.46M | Sell |
20,311
-1,135
| -5% | -$305K | 0.35% | 76 |
|
|
2023
Q1 | $6.52M | Sell |
21,446
-569
| -3% | -$173K | 0.47% | 59 |
|
|
2022
Q4 | $6.24M | Sell |
22,015
-12,081
| -35% | -$3.42M | 0.46% | 63 |
|
|
2022
Q3 | $7.89M | Buy |
34,096
+2,488
| +8% | +$576K | 0.65% | 46 |
|
|
2022
Q2 | $8.65M | Buy |
+31,608
| New | +$8.65M | 0.73% | 38 |
|