Loring Wolcott & Coolidge Fiduciary Advisors’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $28.6K | Sell |
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2025
Q1 | $16.9K | Hold |
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2024
Q4 | $20K | Buy |
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2024
Q3 | $6.33K | Hold |
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2024
Q2 | $12.5K | Hold |
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2024
Q1 | $22.6K | Hold |
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2023
Q4 | $27.6K | Buy |
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2023
Q3 | $29.8K | Buy |
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2023
Q2 | $2.69K | Hold |
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2023
Q1 | $3.04K | Hold |
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2022
Q4 | $2.83K | Hold |
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2022
Q3 | $2K | Hold |
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2022
Q2 | $3K | Hold |
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2022
Q1 | $3K | Hold |
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2021
Q4 | $3K | Hold |
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2021
Q3 | $3K | Hold |
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2021
Q2 | $3K | Buy |
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