Empirical Wealth Management’s Enphase Energy ENPH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,360
Closed -$228K 475
2023
Q2
$228K Sell
1,360
-2,659
-66% -$445K 0.01% 419
2023
Q1
$845K Sell
4,019
-64
-2% -$13.5K 0.04% 241
2022
Q4
$1.08M Buy
+4,083
New +$1.08M 0.05% 199