MGWM
Marks Group Wealth Management’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-837
| Closed | -$225K | – | 283 |
|
|
2023
Q2 | $225K | Buy |
837
+12
| +1% | +$3.23K | 0.03% | 265 |
|
|
2023
Q1 | $251K | Buy |
825
+9
| +1% | +$2.74K | 0.03% | 259 |
|
|
2022
Q4 | $231K | Sell |
816
-65
| -7% | -$18.4K | 0.03% | 258 |
|
|
2022
Q3 | $204K | Sell |
881
-63
| -7% | -$14.6K | 0.03% | 262 |
|
|
2022
Q2 | $259K | Buy |
944
+18
| +2% | +$4.94K | 0.04% | 256 |
|
|
2022
Q1 | $298K | Buy |
+926
| New | +$298K | 0.04% | 270 |
|