Ballentine Partners’s Enphase Energy ENPH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,321
Closed -$278K 610
2023
Q1
$278K Sell
1,321
-719
-35% -$151K 0.01% 435
2022
Q4
$541K Buy
2,040
+651
+47% +$172K 0.02% 263
2022
Q3
$385K Buy
+1,389
New +$385K 0.01% 287