EPA
Element Pointe Advisors’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
+16,602
| New | +$339K | 0.08% | 57 |
|
|
2021
Q3 | – | Sell |
-3,704
| Closed | -$959K | – | 120 |
|
|
2021
Q2 | $959K | Hold |
3,704
| – | – | 0.29% | 70 |
|
|
2021
Q1 | $1.06M | Buy |
3,704
+36
| +1% | +$10.3K | 0.36% | 63 |
|
|
2020
Q4 | $1.17M | Buy |
3,668
+650
| +22% | +$207K | 0.43% | 42 |
|
|
2020
Q3 | $719K | Hold |
3,018
| – | – | 0.32% | 53 |
|
|
2020
Q2 | $418K | Buy |
+3,018
| New | +$418K | 0.22% | 60 |
|