Laird Norton Wetherby Wealth Management’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,012
| Closed | -$285K | – | 955 |
|
|
2024
Q1 | $285K | Sell |
4,012
-145
| -3% | -$10.3K | 0.01% | 752 |
|
|
2023
Q4 | $389K | Buy |
4,157
+756
| +22% | +$70.8K | 0.02% | 633 |
|
|
2023
Q3 | $440K | Sell |
3,401
-368
| -10% | -$47.7K | 0.03% | 562 |
|
|
2023
Q2 | $1.01M | Buy |
3,769
+708
| +23% | +$190K | 0.05% | 335 |
|
|
2023
Q1 | $930K | Buy |
3,061
+60
| +2% | +$18.2K | 0.05% | 352 |
|
|
2022
Q4 | $850K | Buy |
3,001
+390
| +15% | +$110K | 0.05% | 360 |
|
|
2022
Q3 | $604K | Buy |
2,611
+195
| +8% | +$45.1K | 0.04% | 424 |
|
|
2022
Q2 | $661K | Buy |
+2,416
| New | +$661K | 0.05% | 399 |
|