J.P. Morgan Private Wealth Advisors’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,311
| Closed | -$2.53M | – | 1851 |
|
|
2023
Q1 | $2.53M | Buy |
8,311
+5,162
| +164% | +$1.57M | 0.01% | 790 |
|
|
2022
Q4 | $892K | Sell |
3,149
-9,950
| -76% | -$2.82M | ﹤0.01% | 1198 |
|
|
2022
Q3 | $3.03M | Sell |
13,099
-18
| -0.1% | -$4.17K | 0.01% | 708 |
|
|
2022
Q2 | $3.59M | Sell |
13,117
-1,241
| -9% | -$340K | 0.01% | 662 |
|
|
2022
Q1 | $4.63M | Sell |
14,358
-308
| -2% | -$99.3K | 0.01% | 640 |
|
|
2021
Q4 | $4.12M | Sell |
14,666
-67
| -0.5% | -$18.8K | 0.01% | 659 |
|
|
2021
Q3 | $3.91M | Sell |
14,733
-1,055
| -7% | -$280K | 0.01% | 658 |
|
|
2021
Q2 | $4.36M | Sell |
15,788
-4,357
| -22% | -$1.2M | 0.01% | 629 |
|
|
2021
Q1 | $5.79M | Sell |
20,145
-402
| -2% | -$116K | 0.02% | 475 |
|
|
2020
Q4 | $6.56M | Buy |
20,547
+33
| +0.2% | +$10.5K | 0.02% | 421 |
|
|
2020
Q3 | $4.89M | Buy |
20,514
+136
| +0.7% | +$32.4K | 0.02% | 430 |
|
|
2020
Q2 | $2.83M | Buy |
20,378
+419
| +2% | +$58.1K | 0.01% | 494 |
|
|
2020
Q1 | $1.63M | Buy |
19,959
+2,559
| +15% | +$210K | 0.01% | 585 |
|
|
2019
Q4 | $1.66M | Buy |
17,400
+451
| +3% | +$42.9K | 0.01% | 655 |
|
|
2019
Q3 | $1.42M | Buy |
+16,949
| New | +$1.42M | 0.01% | 657 |
|