FineMark National Bank & Trust’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,060
| Closed | -$285K | – | 432 |
|
|
2023
Q2 | $285K | Hold |
1,060
| – | – | 0.01% | 353 |
|
|
2023
Q1 | $322K | Hold |
1,060
| – | – | 0.01% | 326 |
|
|
2022
Q4 | $300K | Hold |
1,060
| – | – | 0.01% | 322 |
|
|
2022
Q3 | $245K | Hold |
1,060
| – | – | 0.01% | 342 |
|
|
2022
Q2 | $290K | Sell |
1,060
-23
| -2% | -$6.29K | 0.01% | 345 |
|
|
2022
Q1 | $350K | Sell |
1,083
-9
| -0.8% | -$2.91K | 0.01% | 337 |
|
|
2021
Q4 | $307K | Buy |
1,092
+12
| +1% | +$3.37K | 0.01% | 376 |
|
|
2021
Q3 | $287K | Hold |
1,080
| – | – | 0.01% | 370 |
|
|
2021
Q2 | $298K | Hold |
1,080
| – | – | 0.01% | 374 |
|
|
2021
Q1 | $311K | Hold |
1,080
| – | – | 0.01% | 347 |
|
|
2020
Q4 | $345K | Sell |
1,080
-50
| -4% | -$16K | 0.02% | 315 |
|
|
2020
Q3 | $269K | Buy |
+1,130
| New | +$269K | 0.01% | 316 |
|