Evermay Wealth Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62 | Hold |
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|
2025
Q1 | $49 | Hold |
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|
2024
Q4 | $41 | Hold |
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|
2024
Q3 | $69 | Sell |
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|
2024
Q2 | $5.89K | Hold |
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|
2024
Q1 | $16.5K | Sell |
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|
2023
Q4 | $59.2K | Hold |
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|
2023
Q3 | $82K | Sell |
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|
2023
Q2 | $171K | Sell |
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|
2023
Q1 | $196K | Hold |
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|
2022
Q4 | $182K | Sell |
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|
2022
Q3 | $151K | Buy |
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|
2022
Q2 | $176K | Hold |
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|
2022
Q1 | $208K | Hold |
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|
2021
Q4 | $181K | Sell |
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|
2021
Q3 | $175K | Buy |
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|
2021
Q2 | $181K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $232K | Buy |
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