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