Castle Rock 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,652
| Closed | -$323K | – | 223 |
|
2022
Q1 | $323K | Sell |
1,652
-627
| -28% | -$123K | 0.15% | 174 |
|
2021
Q4 | $287K | Buy |
2,279
+15
| +0.7% | +$1.89K | 0.12% | 200 |
|
2021
Q3 | $547K | Buy |
2,264
+1
| +0% | +$242 | 0.19% | 145 |
|
2021
Q2 | $417K | Sell |
2,263
-3,890
| -63% | -$717K | 0.15% | 165 |
|
2021
Q1 | $990K | Buy |
6,153
+3,664
| +147% | +$590K | 0.4% | 90 |
|
2020
Q4 | $528K | Hold |
2,489
| – | – | 0.22% | 143 |
|
2020
Q3 | $253K | Buy |
+2,489
| New | +$253K | 0.17% | 143 |
|