Mackenzie Financial’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,520
| Closed | -$2.03M | – | 1578 |
|
|
2023
Q2 | $2.03M | Sell |
7,520
-425
| -5% | -$115K | ﹤0.01% | 720 |
|
|
2023
Q1 | $2.41M | Sell |
7,945
-5,733
| -42% | -$1.74M | ﹤0.01% | 699 |
|
|
2022
Q4 | $3.87M | Sell |
13,678
-1,135
| -8% | -$322K | 0.01% | 557 |
|
|
2022
Q3 | $3.43M | Buy |
14,813
+1,271
| +9% | +$294K | 0.01% | 583 |
|
|
2022
Q2 | $3.71M | Buy |
13,542
+7,173
| +113% | +$1.96M | 0.01% | 592 |
|
|
2022
Q1 | $2.05M | Buy |
+6,369
| New | +$2.05M | ﹤0.01% | 754 |
|
|
2021
Q1 | – | Sell |
-1,357
| Closed | -$433K | – | 1186 |
|
|
2020
Q4 | $433K | Buy |
1,357
+307
| +29% | +$98K | ﹤0.01% | 868 |
|
|
2020
Q3 | $250K | Sell |
1,050
-1,135
| -52% | -$270K | ﹤0.01% | 903 |
|
|
2020
Q2 | $303K | Buy |
+2,185
| New | +$303K | ﹤0.01% | 864 |
|
|
2019
Q4 | – | Sell |
-4,200
| Closed | -$352K | – | 1150 |
|
|
2019
Q3 | $352K | Buy |
+4,200
| New | +$352K | ﹤0.01% | 872 |
|
|
2018
Q3 | – | Sell |
-43,155
| Closed | -$2.07M | – | 1145 |
|
|
2018
Q2 | $2.07M | Buy |
43,155
+5,500
| +15% | +$263K | 0.01% | 592 |
|
|
2018
Q1 | $1.98M | Buy |
+37,655
| New | +$1.98M | 0.01% | 566 |
|
|
2016
Q3 | – | Sell |
-86,762
| Closed | -$1.7M | – | 831 |
|
|
2016
Q2 | $1.7M | Sell |
86,762
-600
| -0.7% | -$11.8K | 0.01% | 472 |
|
|
2016
Q1 | $2.2M | Buy |
+87,362
| New | +$2.2M | 0.02% | 342 |
|