L.J. Altfest & Co’s SolarEdge SEDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,056
Closed -$359K 338
2024
Q1
$359K Buy
5,056
+998
+25% +$70.9K 0.05% 233
2023
Q4
$380K Buy
+4,058
New +$380K 0.06% 222