LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6K | Sell |
1,400
-15
| -1% | -$306 | ﹤0.01% | 430 |
|
|
2025
Q1 | $16.9K | Hold |
1,415
| – | – | ﹤0.01% | 454 |
|
|
2024
Q4 | $20K | Buy |
1,415
+1,000
| +241% | +$14.1K | ﹤0.01% | 453 |
|
|
2024
Q3 | $6.33K | Hold |
415
| – | – | ﹤0.01% | 514 |
|
|
2024
Q2 | $12.5K | Hold |
415
| – | – | ﹤0.01% | 479 |
|
|
2024
Q1 | $22.6K | Hold |
415
| – | – | ﹤0.01% | 449 |
|
|
2023
Q4 | $27.6K | Buy |
415
+5
| +1% | +$333 | ﹤0.01% | 442 |
|
|
2023
Q3 | $29.8K | Buy |
410
+400
| +4,000% | +$29.1K | ﹤0.01% | 457 |
|
|
2023
Q2 | $2.69K | Hold |
10
| – | – | ﹤0.01% | 606 |
|
|
2023
Q1 | $3.04K | Hold |
10
| – | – | ﹤0.01% | 562 |
|
|
2022
Q4 | $2.83K | Hold |
10
| – | – | ﹤0.01% | 546 |
|
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 586 |
|
|
2022
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 598 |
|
|
2022
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 609 |
|
|
2021
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 682 |
|
|
2021
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 691 |
|
|
2021
Q2 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 813 |
|