AO
Advisor OS’s Enphase Energy ENPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,184
| Closed | -$579K | – | 242 |
|
|
2022
Q4 | $579K | Sell |
2,184
-185
| -8% | -$49K | 0.15% | 144 |
|
|
2022
Q3 | $657K | Sell |
2,369
-1,491
| -39% | -$414K | 0.2% | 104 |
|
|
2022
Q2 | $754K | Sell |
3,860
-93
| -2% | -$18.2K | 0.22% | 107 |
|
|
2022
Q1 | $796K | Buy |
3,953
+46
| +1% | +$9.26K | 0.23% | 101 |
|
|
2021
Q4 | $715K | Buy |
3,907
+1,098
| +39% | +$201K | 0.15% | 134 |
|
|
2021
Q3 | $421K | Buy |
+2,809
| New | +$421K | 0.09% | 168 |
|