Corient Private Wealth’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 |
-6,526
| Closed | -$463K | – | 2372 |
|
|
2024
Q1 | $463K | Sell |
6,526
-57
| -0.9% | -$4.05K | ﹤0.01% | 1663 |
|
|
2023
Q4 | $616K | Buy |
6,583
+3,183
| +94% | +$298K | ﹤0.01% | 1500 |
|
|
2023
Q3 | $440K | Sell |
3,400
-63,977
| -95% | -$8.29M | ﹤0.01% | 1559 |
|
|
2023
Q2 | $18.1M | Buy |
67,377
+9,285
| +16% | +$2.5M | 0.04% | 363 |
|
|
2023
Q1 | $17.7M | Buy |
58,092
+29,485
| +103% | +$8.96M | 0.05% | 338 |
|
|
2022
Q4 | $8.1M | Buy |
+28,607
| New | +$8.1M | 0.03% | 405 |
|