B. Riley Wealth Advisors’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,727
| Closed | -$419K | – | 1186 |
|
|
2024
Q3 | $419K | Sell |
3,727
-893
| -19% | -$101K | 0.01% | 810 |
|
|
2024
Q2 | $461K | Buy |
4,620
+646
| +16% | +$64.4K | 0.01% | 853 |
|
|
2024
Q1 | $477K | Sell |
3,974
-369
| -8% | -$44.3K | 0.01% | 815 |
|
|
2023
Q4 | $574K | Buy |
4,343
+369
| +9% | +$48.8K | 0.02% | 749 |
|
|
2023
Q3 | $477K | Sell |
3,974
-1,933
| -33% | -$232K | 0.01% | 815 |
|
|
2023
Q2 | $989K | Sell |
5,907
-132
| -2% | -$22.1K | 0.02% | 573 |
|
|
2023
Q1 | $1.27M | Sell |
6,039
-166
| -3% | -$34.9K | 0.03% | 471 |
|
|
2022
Q4 | $1.64M | Sell |
6,205
-65
| -1% | -$17.2K | 0.05% | 389 |
|
|
2022
Q3 | $1.74M | Buy |
6,270
+2,693
| +75% | +$748K | 0.05% | 338 |
|
|
2022
Q2 | $699K | Sell |
3,577
-625
| -15% | -$122K | 0.03% | 526 |
|
|
2022
Q1 | $848K | Sell |
4,202
-467
| -10% | -$94.2K | 0.03% | 538 |
|
|
2021
Q4 | $855K | Sell |
4,669
-36
| -0.8% | -$6.59K | 0.02% | 581 |
|
|
2021
Q3 | $770K | Sell |
4,705
-868
| -16% | -$142K | 0.02% | 610 |
|
|
2021
Q2 | $975K | Sell |
5,573
-250
| -4% | -$43.7K | 0.03% | 514 |
|
|
2021
Q1 | $977K | Sell |
5,823
-54
| -0.9% | -$9.06K | 0.03% | 487 |
|
|
2020
Q4 | $1.03M | Buy |
5,877
+765
| +15% | +$134K | 0.06% | 318 |
|
|
2020
Q3 | $341K | Buy |
+5,112
| New | +$341K | 0.02% | 673 |
|