Bison Wealth’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
-3,342
Closed -$378K 351
2024
Q3
$378K Sell
3,342
-396
-11% -$44.8K 0.06% 284
2024
Q2
$452K Hold
3,738
0.07% 258
2024
Q1
$452K Sell
3,738
-2,282
-38% -$276K 0.07% 258
2023
Q4
$795K Sell
6,020
-2,172
-27% -$287K 0.14% 158
2023
Q3
$984K Buy
8,192
+3,102
+61% +$373K 0.19% 127
2023
Q2
$852K Buy
5,090
+1,628
+47% +$273K 0.16% 142
2023
Q1
$557K Buy
+3,462
New +$557K 0.17% 141