AE Wealth Management’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,525
| Closed | -$793K | – | 1386 |
|
|
2023
Q4 | $793K | Sell |
7,525
-7,415
| -50% | -$781K | ﹤0.01% | 1240 |
|
|
2023
Q3 | $1.79M | Buy |
14,940
+2,921
| +24% | +$351K | 0.01% | 886 |
|
|
2023
Q2 | $2.01M | Buy |
12,019
+8,197
| +214% | +$1.37M | 0.01% | 842 |
|
|
2023
Q1 | $804K | Sell |
3,822
-3,151
| -45% | -$663K | 0.01% | 1128 |
|
|
2022
Q4 | $1.85M | Buy |
6,973
+148
| +2% | +$39.2K | 0.01% | 780 |
|
|
2022
Q3 | $1.89M | Sell |
6,825
-1,028
| -13% | -$285K | 0.02% | 716 |
|
|
2022
Q2 | $1.53M | Buy |
7,853
+3,303
| +73% | +$645K | 0.01% | 750 |
|
|
2022
Q1 | $918K | Buy |
4,550
+333
| +8% | +$67.2K | 0.01% | 943 |
|
|
2021
Q4 | $771K | Sell |
4,217
-2,412
| -36% | -$441K | 0.01% | 1061 |
|
|
2021
Q3 | $994K | Sell |
6,629
-1,353
| -17% | -$203K | 0.01% | 868 |
|
|
2021
Q2 | $1.47M | Buy |
7,982
+364
| +5% | +$66.9K | 0.01% | 722 |
|
|
2021
Q1 | $1.24M | Sell |
7,618
-1,275
| -14% | -$207K | 0.01% | 700 |
|
|
2020
Q4 | $1.56M | Sell |
8,893
-5,498
| -38% | -$964K | 0.02% | 572 |
|
|
2020
Q3 | $1.19M | Buy |
+14,391
| New | +$1.19M | 0.02% | 584 |
|
|
2020
Q2 | – | Sell |
-15,489
| Closed | -$500K | – | 1265 |
|
|
2020
Q1 | $500K | Buy |
+15,489
| New | +$500K | 0.01% | 675 |
|