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Beacon Harbor Wealth Advisors’s Enphase Energy ENPH Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio ENPH Stock Details ENPH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,565
Closed -$5.45M – 75
2022
Q4 		$5.45M Buy
+20,565
New +$5.45M 1.85% 21
2022
Q2 		$4.96M Buy
+25,399
New +$4.96M 1.75% 25