CIA
Cascade Investment Advisors’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,753
| Closed | -$834K | – | 116 |
|
|
2024
Q1 | $834K | Buy |
11,753
+1,380
| +13% | +$98K | 0.54% | 87 |
|
|
2023
Q4 | $971K | Buy |
10,373
+3,855
| +59% | +$361K | 0.69% | 74 |
|
|
2023
Q3 | $844K | Buy |
6,518
+1,665
| +34% | +$216K | 0.67% | 78 |
|
|
2023
Q2 | $1.31M | Buy |
4,853
+98
| +2% | +$26.4K | 0.97% | 44 |
|
|
2023
Q1 | $1.45M | Sell |
4,755
-10
| -0.2% | -$3.04K | 1.14% | 33 |
|
|
2022
Q4 | $1.35M | Sell |
4,765
-22
| -0.5% | -$6.23K | 1.12% | 36 |
|
|
2022
Q3 | $1.1M | Buy |
4,787
+10
| +0.2% | +$2.3K | 0.95% | 57 |
|
|
2022
Q2 | $1.31M | Sell |
4,777
-10
| -0.2% | -$2.74K | 1.03% | 34 |
|
|
2022
Q1 | $1.54M | Sell |
4,787
-255
| -5% | -$82.2K | 0.94% | 37 |
|
|
2021
Q4 | $1.41M | Hold |
5,042
| – | – | 0.83% | 63 |
|
|
2021
Q3 | $1.34M | Sell |
5,042
-1,000
| -17% | -$265K | 0.87% | 52 |
|
|
2021
Q2 | $1.67M | Sell |
6,042
-13
| -0.2% | -$3.59K | 1.05% | 29 |
|
|
2021
Q1 | $1.74M | Sell |
6,055
-74
| -1% | -$21.3K | 1.13% | 22 |
|
|
2020
Q4 | $1.96M | Sell |
6,129
-3,776
| -38% | -$1.2M | 1.43% | 8 |
|
|
2020
Q3 | $2.36M | Sell |
9,905
-4,480
| -31% | -$1.07M | 2% | 4 |
|
|
2020
Q2 | $2M | Sell |
14,385
-770
| -5% | -$107K | 1.89% | 4 |
|
|
2020
Q1 | $1.24M | Sell |
15,155
-6,635
| -30% | -$543K | 1.37% | 16 |
|
|
2019
Q4 | $2.07M | Sell |
21,790
-2,345
| -10% | -$223K | 1.58% | 6 |
|
|
2019
Q3 | $2.02M | Sell |
24,135
-975
| -4% | -$81.6K | 1.56% | 7 |
|
|
2019
Q2 | $1.57M | Buy |
25,110
+275
| +1% | +$17.2K | 1.33% | 14 |
|
|
2019
Q1 | $936K | Buy |
24,835
+1,225
| +5% | +$46.2K | 0.84% | 60 |
|
|
2018
Q4 | $829K | Buy |
23,610
+1,685
| +8% | +$59.1K | 0.84% | 55 |
|
|
2018
Q3 | $825K | Buy |
21,925
+4,010
| +22% | +$151K | 0.7% | 72 |
|
|
2018
Q2 | $857K | Sell |
17,915
-6,110
| -25% | -$292K | 0.77% | 66 |
|
|
2018
Q1 | $1.26M | Sell |
24,025
-6,850
| -22% | -$360K | 0.99% | 46 |
|
|
2017
Q4 | $1.16M | Sell |
30,875
-11,375
| -27% | -$427K | 0.92% | 54 |
|
|
2017
Q3 | $1.21M | Buy |
42,250
+100
| +0.2% | +$2.86K | 1.01% | 44 |
|
|
2017
Q2 | $843K | Buy |
+42,150
| New | +$843K | 0.72% | 70 |
|