IPG Investment Advisors’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 |
-6,000
| Closed | -$562K | – | 209 |
|
|
2023
Q4 | $562K | Buy |
+6,000
| New | +$562K | 0.11% | 108 |
|
|
2016
Q3 | – | Sell |
-24,045
| Closed | -$471K | – | 134 |
|
|
2016
Q2 | $471K | Buy |
24,045
+4,935
| +26% | +$96.7K | 0.19% | 75 |
|
|
2016
Q1 | $480K | Buy |
19,110
+10,560
| +124% | +$265K | 0.22% | 63 |
|
|
2015
Q4 | $2.41M | Buy |
+8,550
| New | +$2.41M | 1.11% | 23 |
|