Dynamic Advisor Solutions’s Enphase Energy ENPH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,254
Closed -$491K 941
2023
Q4
$491K Sell
4,254
-6,087
-59% -$702K 0.02% 580
2023
Q3
$1.24M Buy
10,341
+4,884
+89% +$587K 0.06% 305
2023
Q2
$914K Buy
5,457
+808
+17% +$135K 0.05% 364
2023
Q1
$978K Buy
4,649
+477
+11% +$100K 0.06% 323
2022
Q4
$1.11M Sell
4,172
-109
-3% -$28.9K 0.08% 266
2022
Q3
$1.19M Sell
4,281
-1,582
-27% -$439K 0.09% 227
2022
Q2
$1.15M Sell
5,863
-35
-0.6% -$6.84K 0.09% 231
2022
Q1
$1.19M Buy
5,898
+1,611
+38% +$325K 0.08% 239
2021
Q4
$784K Buy
+4,287
New +$784K 0.06% 323