EPA
Element Pointe Advisors’s Enphase Energy ENPH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,394
| Closed | -$273K | – | 69 |
|
2025
Q1 | $273K | Hold |
4,394
| – | – | 0.07% | 60 |
|
2024
Q4 | $302K | Buy |
4,394
+620
| +16% | +$42.6K | 0.07% | 59 |
|
2024
Q3 | $427K | Buy |
+3,774
| New | +$427K | 0.1% | 48 |
|
2023
Q3 | – | Sell |
-1,320
| Closed | -$221K | – | 71 |
|
2023
Q2 | $221K | Buy |
+1,320
| New | +$221K | 0.06% | 67 |
|
2021
Q3 | – | Sell |
-7,072
| Closed | -$1.27M | – | 109 |
|
2021
Q2 | $1.27M | Hold |
7,072
| – | – | 0.38% | 55 |
|
2021
Q1 | $1.15M | Buy |
7,072
+52
| +0.7% | +$8.43K | 0.38% | 53 |
|
2020
Q4 | $1.23M | Hold |
7,020
| – | – | 0.46% | 38 |
|
2020
Q3 | $579K | Sell |
7,020
-3,517
| -33% | -$290K | 0.26% | 64 |
|
2020
Q2 | $501K | Buy |
+10,537
| New | +$501K | 0.26% | 53 |
|