SIM
Sentry Investment Management’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-319
| Closed | -$41K | – | 515 |
|
|
2023
Q3 | $41K | Sell |
319
-44
| -12% | -$5.66K | 0.02% | 483 |
|
|
2023
Q2 | $98K | Hold |
363
| – | – | 0.04% | 393 |
|
|
2023
Q1 | $110K | Sell |
363
-4
| -1% | -$1.21K | 0.05% | 348 |
|
|
2022
Q4 | $104K | Buy |
367
+40
| +12% | +$11.3K | 0.05% | 361 |
|
|
2022
Q3 | $76K | Hold |
327
| – | – | 0.04% | 408 |
|
|
2022
Q2 | $89K | Sell |
327
-64
| -16% | -$17.4K | 0.04% | 396 |
|
|
2022
Q1 | $126K | Sell |
391
-66
| -14% | -$21.3K | 0.04% | 385 |
|
|
2021
Q4 | $128K | Buy |
+457
| New | +$128K | 0.03% | 403 |
|