Everence Capital Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,890
| Closed | -$341K | – | 1006 |
|
|
2024
Q3 | $341K | Buy |
14,890
+5,520
| +59% | +$126K | 0.02% | 541 |
|
|
2024
Q2 | $550 | Hold |
9,370
| – | – | 0.04% | 361 |
|
|
2024
Q1 | $665 | Hold |
9,370
| – | – | 0.04% | 332 |
|
|
2023
Q4 | $877K | Buy |
9,370
+4,830
| +106% | +$452K | 0.06% | 256 |
|
|
2023
Q3 | $588 | Buy |
4,540
+2,790
| +159% | +$361 | 0.05% | 335 |
|
|
2023
Q2 | $498K | Hold |
1,750
| – | – | 0.04% | 353 |
|
|
2023
Q1 | $532 | Hold |
1,750
| – | – | 0.04% | 343 |
|
|
2022
Q4 | $496 | Sell |
1,750
-580
| -25% | -$164 | 0.04% | 375 |
|
|
2022
Q3 | $539K | Hold |
2,330
| – | – | 0.05% | 321 |
|
|
2022
Q2 | $638K | Buy |
2,330
+580
| +33% | +$159K | 0.06% | 267 |
|
|
2022
Q1 | $564K | Sell |
1,750
-90
| -5% | -$29K | 0.04% | 349 |
|
|
2021
Q4 | $516K | Buy |
+1,840
| New | +$516K | 0.04% | 403 |
|
|
2019
Q4 | – | Sell |
-8,140
| Closed | -$681K | – | 692 |
|
|
2019
Q3 | $681K | Hold |
8,140
| – | – | 0.11% | 196 |
|
|
2019
Q2 | $508K | Hold |
8,140
| – | – | 0.08% | 254 |
|
|
2019
Q1 | $307K | Buy |
+8,140
| New | +$307K | 0.05% | 398 |
|