Aviso 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
Q3
Sell
-7,757
Closed -$773K 152
2024
Q2
$773K Sell
7,757
-165
-2% -$16.5K 0.46% 60
2024
Q1
$958K Buy
7,922
+1,445
+22% +$175K 0.6% 42
2023
Q4
$856K Buy
+6,477
New +$856K 0.62% 40