LMCG Investments’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 |
-3,357
| Closed | -$238K | – | 290 |
|
2024
Q1 | $238K | Sell |
3,357
-1,441
| -30% | -$102K | 0.01% | 281 |
|
2023
Q4 | $449K | Hold |
4,798
| – | – | 0.03% | 264 |
|
2023
Q3 | $621K | Buy |
4,798
+106
| +2% | +$13.7K | 0.04% | 247 |
|
2023
Q2 | $1.26M | Buy |
4,692
+2,186
| +87% | +$588K | 0.08% | 200 |
|
2023
Q1 | $762K | Buy |
2,506
+58
| +2% | +$17.6K | 0.05% | 231 |
|
2022
Q4 | $693K | Buy |
2,448
+5
| +0.2% | +$1.42K | 0.05% | 240 |
|
2022
Q3 | $565K | Buy |
2,443
+33
| +1% | +$7.63K | 0.04% | 259 |
|
2022
Q2 | $660K | Hold |
2,410
| – | – | 0.05% | 252 |
|
2022
Q1 | $777K | Buy |
+2,410
| New | +$777K | 0.05% | 248 |
|