North Growth Management’s SolarEdge SEDG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-80,000	Closed	-$5.71M	–	48
2024 Q1	$5.71M	Sell	80,000 -1,000	-1%	-$71.4K	1.09%	41
2023 Q4	$7.59M	Buy	81,000 +30,000	+59%	+$2.81M	1.62%	31
2023 Q3	$6.57M	Sell	51,000 -1,000	-2%	-$129K	1.46%	33
2023 Q2	$13.9M	Hold	52,000	–	–	2.86%	12
2023 Q1	$15.7M	Sell	52,000 -1,000	-2%	-$303K	3.35%	6
2022 Q4	$14.9M	Hold	53,000	–	–	3.39%	9
2022 Q3	$12.2M	Hold	53,000	–	–	3.04%	11
2022 Q2	$14.4M	Hold	53,000	–	–	3.34%	9
2022 Q1	$17M	Buy	53,000 +23,000	+77%	+$7.38M	3.14%	10
2021 Q4	$8.47M	Hold	30,000	–	–	1.41%	34
2021 Q3	$8.01M	Hold	30,000	–	–	1.41%	35
2021 Q2	$8.32M	Hold	30,000	–	–	1.35%	39
2021 Q1	$8.62M	Sell	30,000 -18,000	-38%	-$5.17M	1.53%	34
2020 Q4	$15.4M	Sell	48,000 -22,000	-31%	-$7.04M	3.15%	6
2020 Q3	$16.6M	Sell	70,000 -42,000	-38%	-$9.98M	3.66%	3
2020 Q2	$15.6M	Sell	112,000 -43,000	-28%	-$5.99M	3.74%	5
2020 Q1	$12.7M	Sell	155,000 -3,000	-2%	-$246K	3.58%	5
2019 Q4	$15M	Hold	158,000	–	–	3.37%	7
2019 Q3	$13.2M	Hold	158,000	–	–	3.19%	7
2019 Q2	$9.87M	Hold	158,000	–	–	2.44%	19
2019 Q1	$5.96M	Sell	158,000 -220,000	-58%	-$8.29M	1.59%	31
2018 Q4	$13.3M	Hold	378,000	–	–	3.71%	5
2018 Q3	$14.2M	Buy	378,000 +104,000	+38%	+$3.92M	3.61%	4
2018 Q2	$13.1M	Sell	274,000 -25,000	-8%	-$1.2M	3.31%	7
2018 Q1	$15.7M	Sell	299,000 -30,000	-9%	-$1.58M	4.05%	6
2017 Q4	$12.4M	Buy	+329,000	New	+$12.4M	3.24%	8