Vancity Investment Management’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 |
-18,536
| Closed | -$1.74M | – | 70 |
|
|
2023
Q4 | $1.74M | Buy |
18,536
+586
| +3% | +$54.9K | 0.25% | 44 |
|
|
2023
Q3 | $2.33M | Hold |
17,950
| – | – | 0.3% | 49 |
|
|
2023
Q2 | $4.83M | Hold |
17,950
| – | – | 0.62% | 48 |
|
|
2023
Q1 | $5.46M | Sell |
17,950
-1,631
| -8% | -$496K | 0.77% | 48 |
|
|
2022
Q4 | $5.55M | Hold |
19,581
| – | – | 0.83% | 49 |
|
|
2022
Q3 | $4.53M | Sell |
19,581
-762
| -4% | -$176K | 0.72% | 50 |
|
|
2022
Q2 | $5.57M | Buy |
20,343
+1,022
| +5% | +$280K | 0.79% | 51 |
|
|
2022
Q1 | $6.23M | Buy |
19,321
+926
| +5% | +$299K | 0.74% | 55 |
|
|
2021
Q4 | $5.16M | Buy |
18,395
+575
| +3% | +$161K | 0.59% | 54 |
|
|
2021
Q3 | $4.73M | Sell |
17,820
-8,546
| -32% | -$2.27M | 0.6% | 53 |
|
|
2021
Q2 | $7.29M | Buy |
26,366
+4,338
| +20% | +$1.2M | 1.02% | 42 |
|
|
2021
Q1 | $6.33M | Buy |
22,028
+418
| +2% | +$120K | 1.17% | 43 |
|
|
2020
Q4 | $6.9M | Buy |
+21,610
| New | +$6.9M | 1.38% | 29 |
|