Avitas Wealth Management’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,076	Closed	-$249K	–	203
2023 Q3	$249K	Buy	2,076 +83	+4%	+$11.8K	0.05%	195
2023 Q2	$334K	Sell	1,993 -25	-1%	-$4.47K	0.06%	181
2023 Q1	$424K	Buy	2,018 +555	+38%	+$120K	0.08%	170
2022 Q4	$388K	Sell	1,463 -8	-0.5%	-$2.33K	0.08%	159
2022 Q3	$408K	Sell	1,471 -1,019	-41%	-$275K	0.09%	147
2022 Q2	$486K	Sell	2,490 -65	-3%	-$11.8K	0.11%	145
2022 Q1	$516K	Sell	2,555 -1,063	-29%	-$167K	0.09%	158
2021 Q4	$662K	Buy	3,618 +110	+3%	+$22.9K	0.11%	147
2021 Q3	$526K	Sell	3,508 -43	-1%	-$7.38K	0.1%	162
2021 Q2	$652K	Sell	3,551 -1,366	-28%	-$200K	0.12%	168
2021 Q1	$797K	Sell	4,917 -1,937	-28%	-$348K	0.16%	154
2020 Q4	$1.2M	Buy	6,854 +1,389	+25%	+$176K	0.24%	128
2020 Q3	$451K	Buy	+5,465	New	+$366K	0.13%	151