Integrated Wealth Concepts’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	-2,253	Closed	-$292K	–	1660
2023 Q3	$292K	Buy	2,253 +720	+47%	+$93.2K	0.01%	1240
2023 Q2	$412K	Buy	1,533 +117	+8%	+$31.5K	0.01%	1080
2023 Q1	$430K	Buy	+1,416	New	+$430K	0.01%	902