Transatlantique Private Wealth’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,616
| Closed | -$245K | – | 218 |
|
|
2023
Q4 | $245K | Buy |
2,616
+345
| +15% | +$32.3K | 0.11% | 195 |
|
|
2023
Q3 | $294K | Buy |
2,271
+878
| +63% | +$114K | 0.16% | 174 |
|
|
2023
Q2 | $375K | Buy |
1,393
+38
| +3% | +$10.2K | 0.2% | 159 |
|
|
2023
Q1 | $412K | Buy |
1,355
+237
| +21% | +$72K | 0.23% | 146 |
|
|
2022
Q4 | $316K | Buy |
1,118
+20
| +2% | +$5.65K | 0.19% | 153 |
|
|
2022
Q3 | $253K | Buy |
1,098
+18
| +2% | +$4.15K | 0.17% | 179 |
|
|
2022
Q2 | $296K | Buy |
+1,080
| New | +$296K | 0.21% | 165 |
|