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