M Holdings Securities’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,448
| Closed | -$440K | – | 384 |
|
|
2023
Q1 | $440K | Sell |
1,448
-847
| -37% | -$257K | 0.05% | 200 |
|
|
2022
Q4 | $650K | Sell |
2,295
-3
| -0.1% | -$850 | 0.07% | 210 |
|
|
2022
Q3 | $532K | Sell |
2,298
-330
| -13% | -$76.4K | 0.06% | 236 |
|
|
2022
Q2 | $719K | Hold |
2,628
| – | – | 0.07% | 190 |
|
|
2022
Q1 | $847K | Buy |
+2,628
| New | +$847K | 0.06% | 208 |
|
|
2021
Q2 | – | Sell |
-5,206
| Closed | -$1.5M | – | 425 |
|
|
2021
Q1 | $1.5M | Buy |
+5,206
| New | +$1.5M | 0.14% | 144 |
|
|
2020
Q2 | – | Sell |
-15,201
| Closed | -$1.25M | – | 223 |
|
|
2020
Q1 | $1.25M | Buy |
15,201
+1,355
| +10% | +$111K | 0.18% | 131 |
|
|
2019
Q4 | $1.32M | Buy |
13,846
+75
| +0.5% | +$7.13K | 0.38% | 76 |
|
|
2019
Q3 | $1.15M | Buy |
13,771
+1,484
| +12% | +$124K | 0.35% | 81 |
|
|
2019
Q2 | $767K | Buy |
12,287
+1,502
| +14% | +$93.8K | 0.26% | 99 |
|
|
2019
Q1 | $406K | Buy |
10,785
+1,056
| +11% | +$39.8K | 0.09% | 229 |
|
|
2018
Q4 | $341K | Buy |
9,729
+3,318
| +52% | +$116K | 0.11% | 226 |
|
|
2018
Q3 | $241K | Buy |
6,411
+1,532
| +31% | +$57.6K | 0.06% | 311 |
|
|
2018
Q2 | $233K | Buy |
+4,879
| New | +$233K | 0.06% | 309 |
|