LWAM
Legacy Wealth Asset Management’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,912
| Closed | -$273K | – | 350 |
|
|
2023
Q4 | $273K | Buy |
2,912
+1,228
| +73% | +$115K | 0.09% | 305 |
|
|
2023
Q3 | $218K | Buy |
1,684
+145
| +9% | +$18.8K | 0.08% | 312 |
|
|
2023
Q2 | $414K | Buy |
1,539
+6
| +0.4% | +$1.61K | 0.14% | 244 |
|
|
2023
Q1 | $466K | Buy |
1,533
+26
| +2% | +$7.9K | 0.17% | 207 |
|
|
2022
Q4 | $427K | Sell |
1,507
-14
| -0.9% | -$3.97K | 0.16% | 226 |
|
|
2022
Q3 | $352K | Buy |
+1,521
| New | +$352K | 0.15% | 238 |
|