Icon Advisers’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 |
-8,100
| Closed | -$758K | – | 169 |
|
2023
Q4 | $758K | Hold |
8,100
| – | – | 0.17% | 153 |
|
2023
Q3 | $1.05M | Hold |
8,100
| – | – | 0.26% | 139 |
|
2023
Q2 | $2.18M | Hold |
8,100
| – | – | 0.55% | 71 |
|
2023
Q1 | $2.46M | Hold |
8,100
| – | – | 0.63% | 61 |
|
2022
Q4 | $2.29M | Sell |
8,100
-9,200
| -53% | -$2.61M | 0.59% | 62 |
|
2022
Q3 | $4M | Hold |
17,300
| – | – | 1.1% | 26 |
|
2022
Q2 | $4.74M | Hold |
17,300
| – | – | 1.09% | 23 |
|
2022
Q1 | $5.58M | Buy |
17,300
+1,800
| +12% | +$580K | 0.95% | 30 |
|
2021
Q4 | $4.35M | Buy |
+15,500
| New | +$4.35M | 0.7% | 48 |
|