Baldwin Wealth Partners’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-115	Closed	-$13K	–	480
2024 Q3	$13K	Sell	115 -4	-3%	-$447	﹤0.01%	755
2024 Q2	$11.9K	Buy	119 +4	+3%	+$466	﹤0.01%	522
2024 Q1	$13.9K	Hold	115	–	–	﹤0.01%	527
2023 Q4	$15.2K	Hold	115	–	–	﹤0.01%	533
2023 Q3	$13.8K	Hold	115	–	–	﹤0.01%	550
2023 Q2	$19.3K	Hold	115	–	–	﹤0.01%	539
2023 Q1	$24.2K	Hold	115	–	–	﹤0.01%	525
2022 Q4	$30.5K	Hold	115	–	–	﹤0.01%	486
2022 Q3	$32K	Hold	115	–	–	﹤0.01%	386
2022 Q2	$22K	Hold	115	–	–	﹤0.01%	461
2022 Q1	$23K	Buy	+115	New	+$18.1K	﹤0.01%	465
2014 Q2	–	Sell	-7,683	Closed	-$57K	–	251
2014 Q1	$57K	Hold	7,683	–	–	0.01%	236
2013 Q4	$49K	Hold	7,683	–	–	0.01%	240
2013 Q3	$62K	Hold	7,683	–	–	0.01%	235
2013 Q2	$59K	Buy	+7,683	New	+$54.4K	0.01%	225