Glenview Trust’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,825
| Closed | -$366K | – | 485 |
|
|
2023
Q3 | $366K | Sell |
2,825
-797
| -22% | -$103K | 0.01% | 358 |
|
|
2023
Q2 | $974K | Hold |
3,622
| – | – | 0.03% | 237 |
|
|
2023
Q1 | $1.1M | Hold |
3,622
| – | – | 0.03% | 222 |
|
|
2022
Q4 | $1.03M | Buy |
3,622
+1,495
| +70% | +$423K | 0.03% | 215 |
|
|
2022
Q3 | $492K | Buy |
2,127
+565
| +36% | +$131K | 0.02% | 281 |
|
|
2022
Q2 | $427K | Buy |
1,562
+2
| +0.1% | +$547 | 0.02% | 307 |
|
|
2022
Q1 | $503K | Buy |
+1,560
| New | +$503K | 0.02% | 298 |
|