Orion Portfolio Solutions’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,961
| Closed | -$513K | – | 1739 |
|
|
2023
Q3 | $513K | Sell |
3,961
-326
| -8% | -$42.2K | 0.01% | 1197 |
|
|
2023
Q2 | $1.15M | Sell |
4,287
-96
| -2% | -$25.8K | 0.01% | 891 |
|
|
2023
Q1 | $1.33M | Buy |
+4,383
| New | +$1.33M | 0.02% | 760 |
|
|
2020
Q3 | – | Sell |
-30
| Closed | -$4K | – | 1757 |
|
|
2020
Q2 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 1577 |
|