Perigon Wealth Management’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,366
| Closed | -$736K | – | 912 |
|
|
2024
Q1 | $736K | Buy |
10,366
+5,834
| +129% | +$421K | 0.02% | 443 |
|
|
2023
Q4 | $424K | Buy |
4,532
+1,676
| +59% | +$153K | 0.01% | 551 |
|
|
2023
Q3 | $370K | Buy |
2,856
+236
| +9% | +$45.3K | 0.02% | 519 |
|
|
2023
Q2 | $705K | Buy |
2,620
+160
| +7% | +$45.9K | 0.03% | 375 |
|
|
2023
Q1 | $748K | Sell |
2,460
-88
| -3% | -$26.8K | 0.04% | 322 |
|
|
2022
Q4 | $722K | Buy |
2,548
+39
| +2% | +$10.3K | 0.04% | 329 |
|
|
2022
Q3 | $581K | Sell |
2,509
-36
| -1% | -$10.6K | 0.05% | 295 |
|
|
2022
Q2 | $697K | Sell |
2,545
-70
| -3% | -$19.1K | 0.06% | 267 |
|
|
2022
Q1 | $843K | Sell |
2,615
-181
| -6% | -$49.7K | 0.06% | 262 |
|
|
2021
Q4 | $784K | Buy |
2,796
+38
| +1% | +$12K | 0.06% | 255 |
|
|
2021
Q3 | $731K | Buy |
2,758
+58
| +2% | +$15.8K | 0.06% | 240 |
|
|
2021
Q2 | $746K | Sell |
2,700
-2
| -0.1% | -$504 | 0.07% | 239 |
|
|
2021
Q1 | $777K | Buy |
2,702
+146
| +6% | +$44K | 0.08% | 214 |
|
|
2020
Q4 | $816K | Buy |
2,556
+243
| +11% | +$67.2K | 0.09% | 175 |
|
|
2020
Q3 | $551K | Buy |
2,313
+31
| +1% | +$5.96K | 0.08% | 205 |
|
|
2020
Q2 | $317K | Sell |
2,282
-464
| -17% | -$56.7K | 0.05% | 262 |
|
|
2020
Q1 | $265K | Sell |
2,746
-37
| -1% | -$3.91K | 0.05% | 257 |
|
|
2019
Q4 | $277K | Buy |
2,783
+13
| +0.5% | +$1.11K | 0.06% | 210 |
|
|
2019
Q3 | $235K | Buy |
+2,770
| New | +$207K | 0.06% | 206 |
|
|
2017
Q2 | – | Sell |
-867
| Closed | -$14K | – | 619 |
|
|
2017
Q1 | $14K | Hold |
867
| – | – | ﹤0.01% | 496 |
|
|
2016
Q4 | $13K | Buy |
+867
| New | +$12K | ﹤0.01% | 527 |
|
Other funds holding SEDG
