Cerity Partners’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,238
| Closed | -$514K | – | 2389 |
|
|
2024
Q1 | $514K | Buy |
+7,238
| New | +$514K | ﹤0.01% | 1584 |
|
|
2023
Q3 | – | Sell |
-22,664
| Closed | -$6.1M | – | 1662 |
|
|
2023
Q2 | $6.1M | Sell |
22,664
-306
| -1% | -$82.3K | 0.02% | 455 |
|
|
2023
Q1 | $6.98M | Buy |
22,970
+850
| +4% | +$258K | 0.02% | 430 |
|
|
2022
Q4 | $6.27M | Buy |
22,120
+849
| +4% | +$240K | 0.04% | 329 |
|
|
2022
Q3 | $4.92M | Sell |
21,271
-1,744
| -8% | -$404K | 0.06% | 235 |
|
|
2022
Q2 | $6.3M | Sell |
23,015
-15,803
| -41% | -$4.33M | 0.07% | 222 |
|
|
2022
Q1 | $12.5M | Buy |
38,818
+165
| +0.4% | +$53.2K | 0.19% | 103 |
|
|
2021
Q4 | $10.8M | Buy |
38,653
+485
| +1% | +$136K | 0.17% | 115 |
|
|
2021
Q3 | $10.1M | Sell |
38,168
-384
| -1% | -$102K | 0.22% | 97 |
|
|
2021
Q2 | $10.7M | Buy |
38,552
+27,032
| +235% | +$7.47M | 0.23% | 88 |
|
|
2021
Q1 | $3.31M | Buy |
11,520
+2,594
| +29% | +$746K | 0.08% | 185 |
|
|
2020
Q4 | $2.85M | Buy |
8,926
+738
| +9% | +$235K | 0.09% | 170 |
|
|
2020
Q3 | $1.95M | Buy |
+8,188
| New | +$1.95M | 0.08% | 170 |
|