Grassi Investment Management’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 |
-1,000
| Closed | -$269K | – | 127 |
|
|
2023
Q2 | $269K | Hold |
1,000
| – | – | 0.03% | 104 |
|
|
2023
Q1 | $304K | Buy |
+1,000
| New | +$304K | 0.04% | 103 |
|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$231K | – | 127 |
|
|
2022
Q3 | $231K | Buy |
+1,000
| New | +$231K | 0.03% | 112 |
|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$419K | – | 134 |
|
|
2022
Q1 | $419K | Buy |
1,300
+300
| +30% | +$96.7K | 0.04% | 104 |
|
|
2021
Q4 | $281K | Hold |
1,000
| – | – | 0.03% | 122 |
|
|
2021
Q3 | $265K | Hold |
1,000
| – | – | 0.03% | 124 |
|
|
2021
Q2 | $276K | Sell |
1,000
-500
| -33% | -$138K | 0.03% | 122 |
|
|
2021
Q1 | $431K | Buy |
1,500
+500
| +50% | +$144K | 0.05% | 107 |
|
|
2020
Q4 | $319K | Hold |
1,000
| – | – | 0.04% | 107 |
|
|
2020
Q3 | $238K | Buy |
+1,000
| New | +$238K | 0.03% | 117 |
|