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CMBA
C.M. Bidwell & Associates’s
Enphase Energy
ENPH
Stock Holding History
C.M. Bidwell & Associates’s Portfolio
ENPH Stock Details
ENPH Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-1,949
Closed
-$326K
–
537
2023
Q2
$326K
Buy
1,949
+1,158
+146%
+$207K
0.24%
74
2023
Q1
$166K
Sell
791
-13
-2%
-$2.82K
0.13%
140
2022
Q4
$213K
Sell
804
-393
-33%
-$114K
0.17%
119
2022
Q3
$332K
Buy
1,197
+7
+0.6%
+$1.89K
0.28%
60
2022
Q2
$232K
Buy
+1,190
New
+$215K
0.18%
95
2021
Q3
–
Sell
-145
Closed
-$27K
–
575
2021
Q2
$27K
Sell
145
-1,804
-93%
-$265K
0.02%
338
2021
Q1
$316K
Sell
1,949
-82
-4%
-$14.7K
0.23%
64
2020
Q4
$356K
Sell
2,031
-824
-29%
-$105K
0.29%
48
2020
Q3
$236K
Sell
2,855
-3,000
-51%
-$201K
0.22%
86
2020
Q2
$279K
Buy
5,855
+780
+15%
+$37.3K
0.25%
87
2020
Q1
$164K
Buy
5,075
+2,460
+94%
+$92.7K
0.17%
124
2019
Q4
$68K
Buy
2,615
+10
+0.4%
+$228
0.06%
204
2019
Q3
$58K
Sell
2,605
-2,185
-46%
-$56K
0.06%
243
2019
Q2
$87K
Sell
4,790
-1,405
-23%
-$19.3K
0.09%
186
2019
Q1
$57K
Buy
+6,195
New
+$47.1K
0.06%
237
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1-Year Est. Return
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1-Year Est. Return
Geode Capital Management
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1-Year Est. Return
Goldman Sachs
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$761B AUM
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1-Year Est. Return
Fidelity Investments
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1-Year Est. Return
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$96.1B AUM
40.06%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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