EWM
Evermay Wealth Management’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62 | Hold |
3
| – | – | ﹤0.01% | 563 |
|
|
2025
Q1 | $49 | Hold |
3
| – | – | ﹤0.01% | 573 |
|
|
2024
Q4 | $41 | Hold |
3
| – | – | ﹤0.01% | 564 |
|
|
2024
Q3 | $69 | Sell |
3
-230
| -99% | -$5.29K | ﹤0.01% | 585 |
|
|
2024
Q2 | $5.89K | Hold |
233
| – | – | ﹤0.01% | 488 |
|
|
2024
Q1 | $16.5K | Sell |
233
-400
| -63% | -$28.4K | ﹤0.01% | 426 |
|
|
2023
Q4 | $59.2K | Hold |
633
| – | – | 0.01% | 313 |
|
|
2023
Q3 | $82K | Sell |
633
-1
| -0.2% | -$130 | 0.02% | 255 |
|
|
2023
Q2 | $171K | Sell |
634
-10
| -2% | -$2.69K | 0.03% | 191 |
|
|
2023
Q1 | $196K | Hold |
644
| – | – | 0.04% | 175 |
|
|
2022
Q4 | $182K | Sell |
644
-10
| -2% | -$2.83K | 0.04% | 176 |
|
|
2022
Q3 | $151K | Buy |
654
+10
| +2% | +$2.31K | 0.03% | 186 |
|
|
2022
Q2 | $176K | Hold |
644
| – | – | 0.03% | 170 |
|
|
2022
Q1 | $208K | Hold |
644
| – | – | 0.03% | 186 |
|
|
2021
Q4 | $181K | Sell |
644
-14
| -2% | -$3.94K | 0.03% | 180 |
|
|
2021
Q3 | $175K | Buy |
658
+3
| +0.5% | +$798 | 0.03% | 175 |
|
|
2021
Q2 | $181K | Buy |
+655
| New | +$181K | 0.03% | 186 |
|
|
2021
Q1 | – | Sell |
-727
| Closed | -$232K | – | 176 |
|
|
2020
Q4 | $232K | Buy |
+727
| New | +$232K | 0.05% | 159 |
|