WhitTier Trust Company’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16
| Closed | -$404 | – | 1364 |
|
|
2024
Q2 | $404 | Hold |
16
| – | – | ﹤0.01% | 1234 |
|
|
2024
Q1 | $1.14K | Sell |
16
-1
| -6% | -$71 | ﹤0.01% | 1159 |
|
|
2023
Q4 | $1.59K | Sell |
17
-4
| -19% | -$374 | ﹤0.01% | 1145 |
|
|
2023
Q3 | $2.72K | Sell |
21
-3
| -13% | -$388 | ﹤0.01% | 1057 |
|
|
2023
Q2 | $6.46K | Hold |
24
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q1 | $7.29K | Hold |
24
| – | – | ﹤0.01% | 985 |
|
|
2022
Q4 | $6.8K | Buy |
24
+1
| +4% | +$283 | ﹤0.01% | 992 |
|
|
2022
Q3 | $5K | Sell |
23
-1
| -4% | -$217 | ﹤0.01% | 987 |
|
|
2022
Q2 | $7K | Buy |
24
+5
| +26% | +$1.46K | ﹤0.01% | 973 |
|
|
2022
Q1 | $6K | Sell |
19
-231
| -92% | -$72.9K | ﹤0.01% | 993 |
|
|
2021
Q4 | $70K | Hold |
250
| – | – | ﹤0.01% | 625 |
|
|
2021
Q3 | $66K | Sell |
250
-50
| -17% | -$13.2K | ﹤0.01% | 630 |
|
|
2021
Q2 | $83K | Sell |
300
-10
| -3% | -$2.77K | ﹤0.01% | 578 |
|
|
2021
Q1 | $89K | Buy |
310
+10
| +3% | +$2.87K | ﹤0.01% | 550 |
|
|
2020
Q4 | $96K | Buy |
+300
| New | +$96K | ﹤0.01% | 513 |
|
|
2016
Q4 | – | Sell |
-250
| Closed | -$4K | – | 973 |
|
|
2016
Q3 | $4K | Hold |
250
| – | – | ﹤0.01% | 838 |
|
|
2016
Q2 | $5K | Hold |
250
| – | – | ﹤0.01% | 832 |
|
|
2016
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 823 |
|
|
2015
Q4 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 796 |
|