HighTower Advisors’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 |
-6,214
| Closed | -$807K | – | 3489 |
|
|
2023
Q3 | $807K | Sell |
6,214
-1,662
| -21% | -$216K | ﹤0.01% | 1914 |
|
|
2023
Q2 | $2.12M | Buy |
7,876
+4,995
| +173% | +$1.34M | ﹤0.01% | 1325 |
|
|
2023
Q1 | $873K | Sell |
2,881
-12,324
| -81% | -$3.73M | ﹤0.01% | 1749 |
|
|
2022
Q4 | $4.31M | Buy |
15,205
+100
| +0.7% | +$28.3K | 0.01% | 917 |
|
|
2022
Q3 | $3.5M | Sell |
15,105
-76
| -0.5% | -$17.6K | 0.01% | 953 |
|
|
2022
Q2 | $4.15M | Buy |
15,181
+309
| +2% | +$84.4K | 0.01% | 906 |
|
|
2022
Q1 | $4.8M | Sell |
14,872
-767
| -5% | -$248K | 0.01% | 907 |
|
|
2021
Q4 | $4.39M | Sell |
15,639
-352
| -2% | -$98.7K | 0.01% | 971 |
|
|
2021
Q3 | $4.24M | Sell |
15,991
-282
| -2% | -$74.8K | 0.01% | 898 |
|
|
2021
Q2 | $4.5M | Sell |
16,273
-1
| -0% | -$276 | 0.01% | 844 |
|
|
2021
Q1 | $4.68M | Buy |
16,274
+335
| +2% | +$96.2K | 0.01% | 767 |
|
|
2020
Q4 | $5.09M | Buy |
15,939
+1,103
| +7% | +$352K | 0.02% | 589 |
|
|
2020
Q3 | $3.54M | Buy |
14,836
+2,038
| +16% | +$486K | 0.02% | 673 |
|
|
2020
Q2 | $1.78M | Sell |
12,798
-70
| -0.5% | -$9.73K | 0.01% | 851 |
|
|
2020
Q1 | $1.05M | Sell |
12,868
-7,067
| -35% | -$578K | 0.01% | 974 |
|
|
2019
Q4 | $1.89M | Buy |
19,935
+215
| +1% | +$20.4K | 0.01% | 868 |
|
|
2019
Q3 | $1.65M | Buy |
19,720
+1,391
| +8% | +$116K | 0.01% | 951 |
|
|
2019
Q2 | $1.14M | Buy |
+18,329
| New | +$1.14M | 0.01% | 1133 |
|
|
2018
Q3 | – | Sell |
-17,290
| Closed | -$831K | – | 2227 |
|
|
2018
Q2 | $831K | Sell |
17,290
-8,854
| -34% | -$426K | 0.01% | 1211 |
|
|
2018
Q1 | $1.38M | Buy |
26,144
+6,754
| +35% | +$355K | 0.01% | 946 |
|
|
2017
Q4 | $733K | Sell |
19,390
-140
| -0.7% | -$5.29K | 0.01% | 1268 |
|
|
2017
Q3 | $559K | Buy |
+19,530
| New | +$559K | ﹤0.01% | 1371 |
|