AFG Fiduciary Services’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,693
| Closed | -$272K | – | 75 |
|
|
2024
Q3 | $272K | Sell |
2,693
-1,025
| -28% | -$103K | 0.18% | 56 |
|
|
2024
Q2 | $389K | Sell |
3,718
-350
| -9% | -$36.7K | 0.27% | 49 |
|
|
2024
Q1 | $496K | Hold |
4,068
| – | – | 0.37% | 43 |
|
|
2023
Q4 | $472K | Sell |
4,068
-3,785
| -48% | -$439K | 0.38% | 48 |
|
|
2023
Q3 | $972K | Buy |
7,853
+1,088
| +16% | +$135K | 0.86% | 22 |
|
|
2023
Q2 | $1.2M | Sell |
6,765
-188
| -3% | -$33.5K | 0.91% | 22 |
|
|
2023
Q1 | $1.46M | Buy |
6,953
+792
| +13% | +$167K | 1.35% | 17 |
|
|
2022
Q4 | $1.63M | Sell |
6,161
-2,127
| -26% | -$564K | 1.54% | 17 |
|
|
2022
Q3 | $1.86M | Buy |
8,288
+1,287
| +18% | +$288K | 1.75% | 14 |
|
|
2022
Q2 | $1.37M | Buy |
7,001
+1,620
| +30% | +$316K | 1.19% | 23 |
|
|
2022
Q1 | $1.09M | Buy |
5,381
+822
| +18% | +$166K | 0.76% | 33 |
|
|
2021
Q4 | $834K | Buy |
+4,559
| New | +$834K | 0.59% | 33 |
|