Gerber Kawasaki Wealth & Investment Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,818
| Closed | -$451K | – | 294 |
|
|
2023
Q4 | $451K | Buy |
4,818
+257
| +6% | +$24.1K | 0.03% | 171 |
|
|
2023
Q3 | $591K | Sell |
4,561
-2,646
| -37% | -$343K | 0.04% | 149 |
|
|
2023
Q2 | $1.93M | Sell |
7,207
-209
| -3% | -$55.9K | 0.13% | 92 |
|
|
2023
Q1 | $2.25M | Sell |
7,416
-174
| -2% | -$52.9K | 0.18% | 85 |
|
|
2022
Q4 | $2.15M | Buy |
7,590
+504
| +7% | +$143K | 0.19% | 87 |
|
|
2022
Q3 | $1.72M | Sell |
7,086
-118
| -2% | -$28.6K | 0.16% | 90 |
|
|
2022
Q2 | $1.97M | Buy |
7,204
+2,308
| +47% | +$631K | 0.19% | 86 |
|
|
2022
Q1 | $1.58M | Buy |
4,896
+1,618
| +49% | +$522K | 0.13% | 88 |
|
|
2021
Q4 | $895K | Buy |
3,278
+843
| +35% | +$230K | 0.07% | 122 |
|
|
2021
Q3 | $669K | Buy |
2,435
+986
| +68% | +$271K | 0.09% | 86 |
|
|
2021
Q2 | $400K | Buy |
1,449
+374
| +35% | +$103K | 0.04% | 164 |
|
|
2021
Q1 | $308K | Buy |
1,075
+100
| +10% | +$28.7K | 0.04% | 168 |
|
|
2020
Q4 | $311K | Buy |
+975
| New | +$311K | 0.04% | 138 |
|
|
2018
Q4 | – | Sell |
-22,789
| Closed | -$863K | – | 124 |
|
|
2018
Q3 | $863K | Sell |
22,789
-9,764
| -30% | -$370K | 0.23% | 54 |
|
|
2018
Q2 | $1.65M | Buy |
+32,553
| New | +$1.65M | 0.49% | 41 |
|