Chicago Trust’s Enphase Energy ENPH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,544
Closed -$409K 311
2022
Q4
$409K Sell
1,544
-389
-20% -$103K 0.1% 191
2022
Q3
$536K Buy
+1,933
New +$536K 0.14% 161
2022
Q1
Sell
-2,225
Closed -$407K 338
2021
Q4
$407K Hold
2,225
0.08% 225
2021
Q3
$334K Buy
+2,225
New +$334K 0.07% 243