Bedell Frazier Investment Counselling’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 |
-8,727
| Closed | -$986K | – | 111 |
|
|
2024
Q3 | $986K | Buy |
8,727
+803
| +10% | +$90.8K | 0.24% | 62 |
|
|
2024
Q2 | $790K | Buy |
7,924
+536
| +7% | +$53.4K | 0.19% | 68 |
|
|
2024
Q1 | $894K | Sell |
7,388
-205
| -3% | -$24.8K | 0.22% | 64 |
|
|
2023
Q4 | $1M | Buy |
7,593
+497
| +7% | +$65.7K | 0.28% | 56 |
|
|
2023
Q3 | $853K | Buy |
7,096
+254
| +4% | +$30.5K | 0.25% | 56 |
|
|
2023
Q2 | $1.15M | Sell |
6,842
-239
| -3% | -$40K | 0.34% | 53 |
|
|
2023
Q1 | $1.49M | Sell |
7,081
-155
| -2% | -$32.6K | 0.44% | 43 |
|
|
2022
Q4 | $1.92M | Sell |
7,236
-53
| -0.7% | -$14K | 0.5% | 45 |
|
|
2022
Q3 | $2.02M | Sell |
7,289
-193
| -3% | -$53.5K | 0.57% | 42 |
|
|
2022
Q2 | $1.46M | Sell |
7,482
-147
| -2% | -$28.7K | 0.45% | 45 |
|
|
2022
Q1 | $1.54M | Sell |
7,629
-1,033
| -12% | -$208K | 0.39% | 49 |
|
|
2021
Q4 | $1.59M | Sell |
8,662
-3,619
| -29% | -$662K | 0.39% | 50 |
|
|
2021
Q3 | $1.84M | Buy |
12,281
+377
| +3% | +$56.5K | 0.51% | 49 |
|
|
2021
Q2 | $2.19M | Buy |
11,904
+610
| +5% | +$112K | 0.55% | 48 |
|
|
2021
Q1 | $1.83M | Buy |
+11,294
| New | +$1.83M | 0.52% | 47 |
|