MWM
Moran Wealth Management’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,762
| Closed | -$2.13M | – | 444 |
|
|
2023
Q4 | $2.13M | Buy |
22,762
+1,683
| +8% | +$158K | 0.08% | 249 |
|
|
2023
Q3 | $2.73M | Buy |
21,079
+157
| +0.8% | +$20.3K | 0.11% | 195 |
|
|
2023
Q2 | $5.63M | Sell |
20,922
-420
| -2% | -$113K | 0.21% | 147 |
|
|
2023
Q1 | $6.49M | Buy |
21,342
+607
| +3% | +$184K | 0.25% | 130 |
|
|
2022
Q4 | $5.87M | Buy |
+20,735
| New | +$5.87M | 0.22% | 130 |
|