Beacon Pointe Advisors’s Enphase Energy ENPH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,690
Closed -$203K 1317
2023
Q3
$203K Buy
+1,690
New +$203K ﹤0.01% 1218
2023
Q2
Sell
-1,267
Closed -$266K 1099
2023
Q1
$266K Sell
1,267
-1,018
-45% -$214K ﹤0.01% 973
2022
Q4
$605K Buy
2,285
+3
+0.1% +$795 0.01% 630
2022
Q3
$639K Buy
+2,282
New +$639K 0.01% 575
2022
Q2
Sell
-8,887
Closed -$1.79M 1091
2022
Q1
$1.79M Buy
+8,887
New +$1.79M 0.02% 472