BerganKDV Wealth Management’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 | $81.9K | Sell |
489
-191
| -28% | -$32K | 0.01% | 323 |
|
|
2023
Q1 | $143K | Buy |
680
+69
| +11% | +$14.5K | 0.01% | 272 |
|
|
2022
Q4 | $162K | Buy |
611
+607
| +15,175% | +$161K | 0.02% | 251 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 875 |
|
|
2022
Q2 | $1K | Buy |
4
+3
| +300% | +$750 | ﹤0.01% | 889 |
|
|
2022
Q1 | $0 | Sell |
1
-3
| -75% | – | ﹤0.01% | 1016 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 973 |
|
|
2021
Q3 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 954 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 899 |
|