EWM
Evercore Wealth Management’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,261
| Closed | -$293K | – | 440 |
|
|
2023
Q3 | $293K | Sell |
2,261
-44
| -2% | -$5.7K | 0.01% | 323 |
|
|
2023
Q2 | $620K | Sell |
2,305
-270
| -10% | -$72.6K | 0.01% | 249 |
|
|
2023
Q1 | $783K | Sell |
2,575
-50
| -2% | -$15.2K | 0.02% | 233 |
|
|
2022
Q4 | $744K | Sell |
2,625
-742
| -22% | -$210K | 0.02% | 237 |
|
|
2022
Q3 | $780K | Hold |
3,367
| – | – | 0.02% | 220 |
|
|
2022
Q2 | $921K | Hold |
3,367
| – | – | 0.02% | 214 |
|
|
2022
Q1 | $1.09M | Hold |
3,367
| – | – | 0.02% | 217 |
|
|
2021
Q4 | $944K | Hold |
3,367
| – | – | 0.02% | 228 |
|
|
2021
Q3 | $893K | Hold |
3,367
| – | – | 0.02% | 232 |
|
|
2021
Q2 | $931K | Sell |
3,367
-19
| -0.6% | -$5.25K | 0.02% | 234 |
|
|
2021
Q1 | $973K | Hold |
3,386
| – | – | 0.02% | 227 |
|
|
2020
Q4 | $1.08M | Buy |
3,386
+41
| +1% | +$13.1K | 0.02% | 204 |
|
|
2020
Q3 | $798K | Buy |
3,345
+9
| +0.3% | +$2.15K | 0.02% | 220 |
|
|
2020
Q2 | $463K | Sell |
3,336
-205
| -6% | -$28.5K | 0.01% | 269 |
|
|
2020
Q1 | $290K | Sell |
3,541
-298
| -8% | -$24.4K | 0.01% | 302 |
|
|
2019
Q4 | $365K | Sell |
3,839
-25
| -0.6% | -$2.38K | 0.01% | 322 |
|
|
2019
Q3 | $323K | Sell |
3,864
-229
| -6% | -$19.1K | 0.01% | 324 |
|
|
2019
Q2 | $256K | Buy |
+4,093
| New | +$256K | 0.01% | 360 |
|
|
2018
Q3 | – | Sell |
-4,826
| Closed | -$231K | – | 439 |
|
|
2018
Q2 | $231K | Buy |
+4,826
| New | +$231K | 0.01% | 364 |
|
|
2018
Q1 | – | Sell |
-3,215
| Closed | -$121K | – | 715 |
|
|
2017
Q4 | $121K | Buy |
3,215
+655
| +26% | +$24.7K | ﹤0.01% | 433 |
|
|
2017
Q3 | $73K | Buy |
2,560
+905
| +55% | +$25.8K | ﹤0.01% | 520 |
|
|
2017
Q2 | $33K | Buy |
+1,655
| New | +$33K | ﹤0.01% | 634 |
|
|
2016
Q4 | – | Sell |
-3,166
| Closed | -$55K | – | 1088 |
|
|
2016
Q3 | $55K | Buy |
3,166
+1,508
| +91% | +$26.2K | ﹤0.01% | 578 |
|
|
2016
Q2 | $32K | Hold |
1,658
| – | – | ﹤0.01% | 675 |
|
|
2016
Q1 | $42K | Buy |
+1,658
| New | +$42K | ﹤0.01% | 601 |
|