James J. Burns & Company’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
-2,600
Closed -$337K 122
2023
Q3
$337K Buy
2,600
+1,150
+79% +$149K 0.09% 78
2023
Q2
$390K Buy
+1,450
New +$390K 0.1% 79