AWM
Aries Wealth Management’s Enphase Energy ENPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,951
| Closed | -$248K | – | 204 |
|
|
2023
Q3 | $248K | Buy |
1,951
+658
| +51% | +$83.6K | 0.1% | 171 |
|
|
2023
Q2 | $217K | Hold |
1,293
| – | – | 0.08% | 185 |
|
|
2023
Q1 | $272K | Buy |
1,293
+166
| +15% | +$34.9K | 0.11% | 155 |
|
|
2022
Q4 | $299K | Hold |
1,127
| – | – | 0.13% | 149 |
|
|
2022
Q3 | $346K | Sell |
1,127
-15
| -1% | -$4.61K | 0.15% | 128 |
|
|
2022
Q2 | $223K | Buy |
+1,142
| New | +$223K | 0.1% | 159 |
|
|
2022
Q1 | – | Sell |
-1,183
| Closed | -$216K | – | 118 |
|
|
2021
Q4 | $216K | Buy |
+1,183
| New | +$216K | 0.08% | 172 |
|