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Integrated Wealth Management (Palm Desert)’s SolarEdge SEDG Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SEDG Stock Details SEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-305
Closed -$11K – 1371
2015
Q2 		$11K Buy
305
+205
+205% +$6.6K ﹤0.01% 774
2015
Q1 		$2K Buy
+100
New +$2.14K ﹤0.01% 1111

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JHIU
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MCM
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Integrated Wealth Management (Palm Desert)'s SEDG Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of SolarEdge (SEDG) in Q3 2015, closing a stake of 305 shares — an estimated $11K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SEDG in Q1 2015 and held it in 2 quarters. The position peaked at $11K in Q2 2015. 83 funds tracked by Wall St. Rank hold SEDG as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining SolarEdge position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 305 SolarEdge shares in Q3 2015, an estimated $11K.
  • Integrated Wealth Management (Palm Desert) first reported a position in SolarEdge in Q1 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s SolarEdge position peaked at $11K in Q2 2015.
  • 83 funds tracked by Wall St. Rank held SolarEdge as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.