Montag & Associates’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	-5	Closed	-$1.35K	–	930
2023 Q2	$1.35K	Sell	5 -1	-17%	-$269	﹤0.01%	869
2023 Q1	$1.82K	Hold	6	–	–	﹤0.01%	858
2022 Q4	$1.7K	Buy	+6	New	+$1.7K	﹤0.01%	873