Inverness Counsel’s SolarEdge SEDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,062
Closed -$282K 200
2021
Q3
$282K Sell
1,062
-28
-3% -$7.44K 0.01% 160
2021
Q2
$301K Sell
1,090
-73
-6% -$20.2K 0.01% 142
2021
Q1
$334K Sell
1,163
-110
-9% -$31.6K 0.01% 123
2020
Q4
$406K Sell
1,273
-476
-27% -$152K 0.02% 104
2020
Q3
$417K Buy
1,749
+137
+8% +$32.7K 0.02% 103
2020
Q2
$224K Buy
+1,612
New +$224K 0.01% 115