Marietta Investment Partners’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,103
| Closed | -$661K | – | 165 |
|
|
2023
Q3 | $661K | Sell |
5,103
-2,308
| -31% | -$299K | 0.19% | 96 |
|
|
2023
Q2 | $1.99M | Sell |
7,411
-572
| -7% | -$154K | 0.52% | 49 |
|
|
2023
Q1 | $2.43M | Sell |
7,983
-50
| -0.6% | -$15.2K | 0.68% | 39 |
|
|
2022
Q4 | $2.28M | Sell |
8,033
-550
| -6% | -$156K | 0.64% | 41 |
|
|
2022
Q3 | $1.88M | Buy |
8,583
+242
| +3% | +$53K | 0.56% | 41 |
|
|
2022
Q2 | $2.28M | Buy |
8,341
+1,316
| +19% | +$360K | 0.68% | 38 |
|
|
2022
Q1 | $2.27M | Buy |
7,025
+50
| +0.7% | +$16.1K | 0.52% | 50 |
|
|
2021
Q4 | $1.96M | Buy |
6,975
+14
| +0.2% | +$3.93K | 0.41% | 60 |
|
|
2021
Q3 | $1.85M | Hold |
6,961
| – | – | 0.42% | 57 |
|
|
2021
Q2 | $1.92M | Hold |
6,961
| – | – | 0.44% | 57 |
|
|
2021
Q1 | $2M | Sell |
6,961
-925
| -12% | -$266K | 0.49% | 52 |
|
|
2020
Q4 | $2.52M | Buy |
7,886
+68
| +0.9% | +$21.7K | 0.64% | 43 |
|
|
2020
Q3 | $1.86M | Buy |
7,818
+3,808
| +95% | +$907K | 0.56% | 40 |
|
|
2020
Q2 | $557K | Buy |
+4,010
| New | +$557K | 0.19% | 84 |
|