Asset Dedication LLC’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-38
| Closed | -$3.79K | – | 1186 |
|
2024
Q2 | $3.79K | Hold |
38
| – | – | ﹤0.01% | 978 |
|
2024
Q1 | $5K | Hold |
38
| – | – | ﹤0.01% | 780 |
|
2023
Q4 | $5K | Hold |
38
| – | – | ﹤0.01% | 788 |
|
2023
Q3 | $5K | Hold |
38
| – | – | ﹤0.01% | 783 |
|
2023
Q2 | $6K | Sell |
38
-1
| -3% | -$158 | ﹤0.01% | 739 |
|
2023
Q1 | $8K | Hold |
39
| – | – | ﹤0.01% | 687 |
|
2022
Q4 | $10K | Buy |
39
+1
| +3% | +$256 | ﹤0.01% | 658 |
|
2022
Q3 | $11K | Hold |
38
| – | – | ﹤0.01% | 609 |
|
2022
Q2 | $7K | Buy |
+38
| New | +$7K | ﹤0.01% | 369 |
|