Congress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,135
| Closed | -$257K | – | 622 |
|
|
2023
Q3 | $257K | Sell |
2,135
-6,358
| -75% | -$764K | 0.01% | 547 |
|
|
2023
Q2 | $1.42M | Sell |
8,493
-234
| -3% | -$39.2K | 0.03% | 305 |
|
|
2023
Q1 | $1.84M | Buy |
8,727
+394
| +5% | +$82.9K | 0.04% | 276 |
|
|
2022
Q4 | $2.21M | Sell |
8,333
-904
| -10% | -$240K | 0.06% | 252 |
|
|
2022
Q3 | $2.56M | Buy |
9,237
+305
| +3% | +$84.6K | 0.07% | 251 |
|
|
2022
Q2 | $1.74M | Buy |
8,932
+2,229
| +33% | +$435K | 0.04% | 288 |
|
|
2022
Q1 | $1.35M | Buy |
+6,703
| New | +$1.35M | 0.03% | 321 |
|