Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,076
| Closed | -$249K | – | 203 |
|
|
2023
Q3 | $249K | Buy |
2,076
+83
| +4% | +$9.97K | 0.05% | 195 |
|
|
2023
Q2 | $334K | Sell |
1,993
-25
| -1% | -$4.19K | 0.06% | 181 |
|
|
2023
Q1 | $424K | Buy |
2,018
+555
| +38% | +$117K | 0.08% | 170 |
|
|
2022
Q4 | $388K | Sell |
1,463
-8
| -0.5% | -$2.12K | 0.08% | 159 |
|
|
2022
Q3 | $408K | Sell |
1,471
-1,019
| -41% | -$283K | 0.09% | 147 |
|
|
2022
Q2 | $486K | Sell |
2,490
-65
| -3% | -$12.7K | 0.11% | 145 |
|
|
2022
Q1 | $516K | Sell |
2,555
-1,063
| -29% | -$215K | 0.09% | 158 |
|
|
2021
Q4 | $662K | Buy |
3,618
+110
| +3% | +$20.1K | 0.11% | 147 |
|
|
2021
Q3 | $526K | Sell |
3,508
-43
| -1% | -$6.45K | 0.1% | 162 |
|
|
2021
Q2 | $652K | Sell |
3,551
-1,366
| -28% | -$251K | 0.12% | 168 |
|
|
2021
Q1 | $797K | Sell |
4,917
-1,937
| -28% | -$314K | 0.16% | 154 |
|
|
2020
Q4 | $1.2M | Buy |
6,854
+1,389
| +25% | +$244K | 0.24% | 128 |
|
|
2020
Q3 | $451K | Buy |
+5,465
| New | +$451K | 0.13% | 151 |
|