Whittier Trust’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18
| Closed | -$1.28K | – | 1581 |
|
|
2024
Q1 | $1.28K | Hold |
18
| – | – | ﹤0.01% | 1443 |
|
|
2023
Q4 | $1.68K | Sell |
18
-15
| -45% | -$1.4K | ﹤0.01% | 1415 |
|
|
2023
Q3 | $4.27K | Hold |
33
| – | – | ﹤0.01% | 1396 |
|
|
2023
Q2 | $8.88K | Hold |
33
| – | – | ﹤0.01% | 1286 |
|
|
2023
Q1 | $10K | Buy |
33
+18
| +120% | +$5.47K | ﹤0.01% | 1299 |
|
|
2022
Q4 | $4.25K | Buy |
+15
| New | +$4.25K | ﹤0.01% | 1405 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | -$1K | – | 1751 |
|
|
2022
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1645 |
|