BSW Wealth Partners’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,284
| Closed | -$215K | – | 257 |
|
|
2023
Q2 | $215K | Sell |
1,284
-5
| -0.4% | -$837 | 0.04% | 242 |
|
|
2023
Q1 | $271K | Sell |
1,289
-436
| -25% | -$91.7K | 0.06% | 232 |
|
|
2022
Q4 | $457K | Sell |
1,725
-14
| -0.8% | -$3.71K | 0.1% | 146 |
|
|
2022
Q3 | $483K | Buy |
1,739
+597
| +52% | +$166K | 0.12% | 118 |
|
|
2022
Q2 | $223K | Buy |
+1,142
| New | +$223K | 0.05% | 239 |
|